Sales Associate, Gfo Apac

**About Northern Trust**:
Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.

Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.

**Role/ Department**:
Global Family Office (GFO) is a sales and client servicing team dedicated to supporting very wealthy families and their charities and foundations. With over $200mm in investable assets, these families act like institutions but require a personal and high touch approach, as well as the highest level of discretion. Our families wealth is mixed in nature with some being multi-generational inherited wealth and some being new entrepreneurial wealth.

The APAC Sales Associate position will support GFO in meeting and even surpassing its sales goal. Supporting the team in achieving a higher conversion rate for new client wins. Finding and making introductions to potential new family offices. During the whole sales process, the Global Family Office strives for excellence and quality.

**The key responsibilities of the role include**:

- Identify, research and establish new advisor and other COI relationships
- Maintain the GFO APAC pipeline accurately - ERM / Salesforce prospect maintenance
- New business booking, updating and support - including NTAM
- Prepare fee proforma and profitability analysis
- Prepare, support and coordinate matters in relation to sales presentations and due diligence visits such as presentations, briefing memos, prep sessions, agendas, etc
- Assist sales managers in the preparation and finalisation of RFPs ensuring accurate, timely and quality proposals that are customised to prospects' needs
- Produce regular prospect and sales snapshot reports and ad hoc reports for management
- Ensure adherence to A-approach throughout the sales process.
- Maintain referral tracker report - internal and external
- Schedule and manage APAC fee review submissions
- Collaborate with corporate and wealth management marketing teams on award submissions

**Skills/ Qualifications**:
A strong background with a good understanding of the financial industry
- Direct or indirect experience in interacting with clients or prospects and meeting their needs
- Excellent organizational skills and comfort in prioritizing competing demands
- Ability to perform under pressure and to be flexible with working when required
- Experience or ability to work with virtual teams across the APAC, EMEA and US regions
- Excellent written and verbal communication skills
- Self
- motivated, self-starting and ability to bring entrepreneurial approach to work / opportunity sourcing
- Experience in client and prospect focused marketing

**Working with Us**:
As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.

Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve Join a workplace with a greater purpose.

**Reasonable accommodation**

We hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.

Job ID 109632
- ABOUT COMPANY
- Northern Trust Company
- Chicago, United States
22000 Employees Private Banking / Wealth Management

As a global leader in innovative wealth management, asset servicing and investment solutions, Northern Trust (Nasdaq: NTRS) is proud to guide the worl...