Job Description

Purpose of the Role

To establish and nurture profitable partnerships with both corporate and individual clients. It's the bridge between the bank's offerings and clients' needs, ensuring mutual benefit and long-term success.

Accountabilities

• Management of client relationships: To identify the clients' financial goals, challenges, and risk tolerance.
• Support the analysis of data: Obtained from various sources, including the investment portfolio and cash flow, to identify trends, insights, areas for improvement and additional services to support client needs.
• Research and understanding: Of the client's industry trends, regulatory landscape, and competitive environment to inform strategic recommendations.
• Design of customised solutions: That address the client's specific needs and objectives, incorporating a range of products and services from the bank's portfolio.
• Communication of the value proposition: Of proposed solutions, justification of recommendations, and negotiation of terms that are beneficial for both the client and the bank.
• Provision of guidance to clients: To support their financial decisions, offering expert investment advice, risk management and wealth management strategies support, and updates on market trends to ensure a positive and continuous relationship.
• Assessment of financial, legal, and operational risks: Associated with client relationships, and implementation of measures to minimise potential losses.
• Documentation of all client interactions, transactions, and agreements: To ensure transparency and auditability, and communicate findings effectively to support product development, service offerings, and the overall bank strategy.
• Monitoring of client satisfaction, revenue generated, and other relevant metrics: To evaluate the effectiveness of relationship management efforts.

Assistant Vice President Expectations

• Advise and influence decision making: Contribute to policy development and take responsibility for operational effectiveness.
• Collaborate closely with other functions/ business divisions.
• Lead a team performing complex tasks: Using well-developed professional knowledge and skills to deliver on work that impacts the whole business function.
• Set objectives and coach employees: In pursuit of those objectives, appraisal of performance relative to objectives and determination of reward outcomes.
• If the position has leadership responsibilities: People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L – Listen and be authentic, E – Energise and inspire, A – Align across the enterprise, D – Develop others.
• For an individual contributor: They will lead collaborative assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments. They will identify new directions for assignments and/or projects, identifying a combination of cross-functional methodologies or practices to meet required outcomes.
• Consult on complex issues: Providing advice to People Leaders to support the resolution of escalated issues.
• Identify ways to mitigate risk: And developing new policies/procedures in support of the control and governance agenda.
• Take ownership for managing risk: And strengthening controls in relation to the work done.
• Perform work that is closely related: To that of other areas, which requires understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function.
• Collaborate with other areas of work: For business-aligned support areas to keep up to speed with business activity and the business strategy.
• Engage in complex analysis: Of data from multiple sources of information, internal and external sources such as procedures and practices (in other areas, teams, companies, etc.) to solve problems creatively and effectively.
• Communicate complex information: 'Complex' information could include sensitive information or information that is difficult to communicate because of its content or its audience.
• Influence or convince stakeholders: To achieve outcomes.