At a Glance
- Tasks: Drive business growth and build strong relationships in Asset & Wealth Management.
- Company: Join UST, a mission-driven tech company transforming lives through innovation.
- Benefits: Competitive salary, diverse culture, and opportunities for personal and professional growth.
- Other info: Embrace a culture of integrity, innovation, and inclusivity.
- Why this job: Make a real impact by working with top clients and driving industry change.
- Qualifications: 15+ years in Asset & Wealth Management with strong client relationship skills.
The predicted salary is between 63000 - 77000 £ per year.
Who we are: Born digital, UST transforms lives through the power of technology.
We walk alongside our clients and partners, embedding innovation and agility into everything they do.
We help them create transformative experiences and human-centered solutions for a better world.
UST is a mission-driven group of over 30,000+ practical problem solvers and creative thinkers in over 30+ countries.
Our entrepreneurial teams are empowered to innovate, act nimbly, and create a lasting and sustainable impact for our clients, their customers, and the communities in which we live.
With us, you’ll create a boundless impact that transforms your career—and the lives of people across the world.
Visit us at .
You
Are: A Senior Client Partner who will support our Asset & Wealth Management cluster (part of the global BFSI practice).
You will play a key role in our growth and be tasked with business expansion within accounts, thought leadership, growing a select client cluster with clearly established top line and bottom-line targets, and being able to sell new service offerings and solutions to the client cluster in order to achieve targeted results.
The
Opportunity: Meet established revenue targets by forecasting and managing sales, revenue, and margins for existing customers.
Build, grow, and nurture long-term, value-based relationships with senior client stakeholders, focusing on named accounts.
Engage in consultative business development, expanding relationships both vertically and horizontally within client organizations.
Take a consultative approach with C-level executives and other stakeholders to achieve their business goals, redefine their industries, drive complex negotiations, and resolve conflicts.
Help develop a range of intellectual property and best practices around client and portfolio development to build the client base into a significant strategic asset.
Monitor how UST executes engagements and take a proactive approach to mitigating potential risks before they arise.
What you need: Bachelor’s degree or relevant years of experience in lieu of degree At least 15 years’ experience of working with the Asset & Wealth Management sector, with thorough understanding of relevant market trends, regulatory pieces and competitive landscape.
Experience developing and implementing client strategies to drive revenue growth, enhance customer experience, and improve operational efficiency.
In-depth understanding of sector specific requirements and the ability to navigate complex regulatory environments.
Experience in executive revenue-generating roles, bringing comprehensive business acumen to account strategies and cultivating ‘win-win’ value propositions.
A proven record of building and maintaining long-term relationships at senior (CXO and CXO-1) levels.
You’re comfortable presenting to C-level executives, and senior business and technology leaders because you know you are persuasive and influential.
Ability to conceptualise, analyse, and create blueprints for business transformations and present solutions across multiple domains.
Creative is your middle name!What we believe: We’re proud to embrace the same values that have shaped UST since the beginning.
Since day one, we’ve been building enduring relationships and a culture of integrity.
And today, it's those same values that are inspiring us to encourage innovation from everyone, to champion diversity and inclusion, and to place people at the centre of everything we do.
Humility: We will listen, learn, be empathetic and help selflessly in our interactions with everyone.
Humanity: Through business, we will better the lives of those less fortunate than ourselves.
Integrity: We honor our commitments and act with responsibility in all our relationships.
Equal Employment Opportunity Statement UST is an Equal Opportunity Employer.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
UST reserves the right to periodically redefine your roles and responsibilities based on the requirements of the organization and/or your performance.
Client Partner - Asset Wealth Management in Leeds employer: UST Global
As a Salesforce Delivery Lead at our London office, you will join a dynamic and innovative team within the Financial Services sector, where collaboration and excellence are at the forefront of our work culture. We offer a hybrid working model that promotes work-life balance, alongside opportunities for professional growth through continuous learning and development. Our commitment to Agile practices ensures that you will be part of high-performing teams that drive meaningful change and deliver exceptional value to our clients.
StudySmarter Expert Advice🤫
We think this is how you could land Client Partner - Asset Wealth Management in Leeds
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like UST Global. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Client Partner - Asset Wealth Management in Leeds
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to UST Global.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on UST Global's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at UST Global
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with UST Global.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at UST Global will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former UST Global employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
