Job Description

Purpose of the Role

To establish and nurture profitable partnerships with corporate 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:
  • 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:
  • Research and understand the client's industry trends, regulatory landscape, and competitive environment to inform strategic recommendations.
• Design of Customised Solutions:
  • Design solutions that address the client's specific needs and objectives, incorporating a range of products and services from the bank's portfolio.
• Communication and Negotiation:
  • Communicate the value proposition of proposed solutions, justify recommendations, and negotiate terms that are beneficial for both the client and the bank.
• Guidance and Support:
  • Provide guidance to clients to support their financial decisions, risk management, and wealth management strategies and updates on market trends to ensure a positive and continuous relationship.
• Risk Assessment and Management:
  • Assess financial, legal, and operational risks associated with client relationships, and implement measures to minimize potential losses.
• Documentation and Communication:
  • Document 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 and Evaluation:
  • Monitor client satisfaction, revenue generated, and other relevant metrics to evaluate the effectiveness of relationship management efforts.
• Market Research and Analysis:
  • Execute market research and analysis to support the identification of potential new opportunities, market trends, and customer needs, to develop strategies for business growth.

Vice President Expectations

• Strategy and Recommendations:
  • Contribute or set strategy, drive requirements, and make recommendations for change.
• Resource and Policy Management:
  • Plan resources, budgets, and policies; manage and maintain policies/processes; deliver continuous improvements and escalate breaches of policies/procedures.
• Leadership and Team Management:
  • If managing a team, define jobs and responsibilities, plan for the department’s future needs and operations, counsel employees on performance, and contribute to employee pay decisions/changes.
  • Lead a number of specialists to influence the operations of a department, in alignment with strategic as well as tactical priorities, while balancing short and long-term goals and ensuring that budgets and schedules meet corporate requirements.
• Leadership Behaviours:
  • 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
• Individual Contributor Expectations:
  • Be a subject matter expert within own discipline and guide technical direction.
  • Lead collaborative, multi-year assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments.
  • Train, guide, and coach less experienced specialists and provide information affecting long-term profits, organizational risks, and strategic decisions.
• Stakeholder Management:
  • Advise key stakeholders, including functional leadership teams and senior management on functional and cross-functional areas of impact and alignment.
• Risk Management:
  • Manage and mitigate risks through assessment, in support of the control and governance agenda.
  • Demonstrate leadership and accountability for managing risk and strengthening controls in relation to the work your team does.
• Business Understanding:
  • Demonstrate a comprehensive understanding of the organisation's functions to contribute to achieving the goals of the business.
• Collaboration:
  • Collaborate with other areas of work, for business-aligned support areas to keep up to speed with business activity and the business strategies.
• Analytical and Problem-Solving Skills:
  • Create solutions based on sophisticated analytical thought, comparing and selecting complex alternatives. In-depth analysis with interpretative thinking will be required to define problems and develop innovative solutions.
  • Adopt and include the outcomes of extensive research in problem-solving processes.
• Relationship Building:
  • Seek out, build, and maintain trusting relationships and partnerships with internal and external stakeholders in order to accomplish key business objectives, using influencing and negotiating skills to achieve outcomes.