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The Regional Solutions Sales Specialist is a highly strategic and experienced professional responsible for driving revenue growth, deepening client relationships, and expanding market presence across a designated regional portfolio. This role requires a blend of deep financial product knowledge, exceptional client engagement skills, and a proven ability to lead complex solution sales, identify new business opportunities, and foster strong internal and external partnerships. The successful candidate will act as a key ambassador for the firm, influencing client strategy and contributing to the overall business direction within a highly regulated and competitive environment.
Job Responsibility:
Strategic Client Engagement & Relationship Management: Cultivate and deepen strategic relationships with key global and regional clients, including C-suite executives and senior stakeholders, to understand their evolving needs and challenges
Develop and execute client-focused strategies to enhance the firm's footprint and maximize client satisfaction and profitability across the portfolio
Act as the primary senior escalation point for critical client matters, ensuring timely and effective resolution
Revenue Growth & Portfolio Optimization: Drive significant revenue growth by identifying and capitalizing on cross-sell and up-sell opportunities across relevant product lines (e.g., Cash Management, Investor Services, and other Institutional Banking offerings)
Actively manage and optimize the client portfolio to ensure sustained profitability and efficiency
Market Leadership & New Business Development: Serve as an influential ambassador and evangelist for the firm in the region, participating in industry forums, conferences, and thought leadership initiatives to bolster brand recognition
Develop and execute a proactive 'hunting license' strategy to identify, target, and acquire new strategic clients and underpenetrated segments, expanding the regional client base
Maintain cutting-edge expertise in industry trends, competitive landscape, and regulatory changes to inform client discussions and solution development
Solution Development & Deal Leadership: Lead complex, end-to-end solution sales processes, from initial client needs assessment through to deal closure, including managing RFP responses, crafting compelling client pitches, and recommending innovative and tailored financial solutions
Collaborate closely with product management, implementations, and other specialist teams to ensure seamless delivery and revenue realization for closed deals
Internal Partnership & Influence: Work in close partnership with banking partners and control functions (e.g., Legal, Compliance, Market & Credit Risk, Audit, Finance) to ensure robust governance, control infrastructure, and responsible financial practices
Actively contribute to regional and global sales team strategies, sharing market insights and best practices with product development and sales management
Risk Management & Compliance: Ensure all business activities adhere to internal policies, regulatory requirements (e.g., KYC, documentation), and the firm's Code of Conduct
Proactively assess and manage transaction risk/reward, demonstrating sound ethical judgment and escalating control issues with transparency
Team & Self-Management: Meet all sales management goals tied to pipeline management (CRM), deal review, and project kick-offs
Prepare and deliver impactful client presentations and internal performance reports
Requirements:
Minimum 10 years of progressive experience in a global financial institution, with a proven track record in solution sales, strategic client relationship management, and new business acquisition
Demonstrated success in leading complex financial product sales within institutional or corporate banking segments
Strong credit analysis skills and experience in managing related aspects of client credit risk
Good Communication & Negotiation: Exceptional written and verbal communication skills, with the ability to confidently engage and influence at all levels, including C-suite clients and senior internal stakeholders
Strategic & Problem-Solving Acumen: Highly developed interpretive and problem-solving skills, with the ability to navigate complex client scenarios and internal matrix environments
Client-Centric & Results-Oriented: A self-starter with a strong sense of ownership, execution focus, and a proven ability to deliver tangible results and drive client satisfaction
Product & Industry Expertise: In-depth knowledge of global capital markets, with expertise in at least two key institutional product areas (e.g., Cash Management, Custody, Trade Finance, Lending) and a comprehensive understanding of the regulatory landscape
Collaborative Leadership: Demonstrated ability to manage by influence, foster cross-functional collaboration, and contribute to team success in a dynamic, global setting
Bachelor's degree or equivalent experience
Nice to have:
Master’s degree in Finance, Economics, Business Administration, or a related field is 'good to have'