Description
The purpose of this role is to establish and nurture profitable partnerships with both corporate and individual clients. You will act as a bridge between the bank's offerings and clients' needs, ensuring mutual benefit and long-term success.
Accountabilities
- Manage client relationships to identify their financial goals, challenges, and risk tolerance, and analyse data to identify trends, insights, and areas for improvement.
- Research and understand the client's industry trends, regulatory landscape, and competitive environment to inform strategic recommendations.
- Design customised solutions that address the client's specific needs and objectives, incorporating a range of products and services from the bank's portfolio.
- Communicate the value proposition of proposed solutions, justify recommendations, and negotiate terms that are beneficial for both the client and the bank.
- Provide guidance to clients to support their financial decisions, offering expert investment advice, risk management, and wealth management strategies support, and updates on market trends.
- Assess financial, legal, and operational risks associated with client relationships, and implement measures to minimise potential losses.
- Document all client interactions, transactions, and agreements to ensure transparency and auditability.
- Monitor client satisfaction, revenue generated, and other relevant metrics to evaluate the effectiveness of relationship management efforts.
Vice President Expectations
- Advise key stakeholders, including functional leadership teams and senior management, on functional and cross-functional areas of impact and alignment.
- 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 of your team.
- Demonstrate comprehensive understanding of the organisation's functions to contribute to achieving the goals of the business.
- Collaborate with other areas of work to provide business-aligned support.
- Create solutions based on sophisticated analytical thought, comparing and selecting complex alternatives.
- Adopt and include the outcomes of extensive research in problem-solving processes.
- Seek out, build, and maintain trusting relationships and partnerships with internal and external stakeholders.