To manage and grow a portfolio of less complex clients and internal relationships across the end to end client engagement value chain. ensuring the clients needs are fulfilled while managing risk delivering exceptional client experience and contributing towards achieving the defined revenue targets. Act as a trusted advisor influencing timelines expectations and proactively negotiating across departments and coordinating the origination and of client centric solutions.
- Own manage and maintain the client lifecycle and client data for an assigned client portfolio.
- Coordinate dialogue across CIB contributing client insight and expertise aligned to the universal Sector Coverage strategy to define target clients (existing and potential) manage risk and contribute towards revenue growth.
- Utilise research analysis and insights to lead and manage the client service team (CST) in the ideation and development of the client strategy and plans to enable effective client engagement and opportunity identification.
- Compile portfolio target revenue forecasting and performance metric (CROC) to deepen the client share of wallet (SOW).
- Collaborate across SBG (sales product risk) to monitor track encourage and motivate for the development of new / modified solutions in response to changes in the client reality to stay relevant and on target.
- Build client centric sustainable relationships with senior management and executive level key decision makers act as trusted advisor and intermediary delivering relevant SBG value propositions and solutions to contribute towards the clients growth and grow share of wallet.
- Represent and build the SBG and CIB profiles by attending and participating in conferences workshops and expert panels sharing strategic thought leadership on client and sector opportunities and the SBG and CIB client value proposition.
- Ensure the CST gets deal closure and executes the deal end to end.
- Coordinate cross functional collaboration with internal stakeholders to leverage solution sets sitting across SBG to unlock the client relationship and critical opportunities.
- Partner the deal captain to define and prepare the pitch approach then anchor the pitch in the context of the client relationship and value proposition to win new business lines and clients.
- Cocreate solutions in collaboration with segment / product teams including ideation for delivery of new business lines that contribute to clients digital journeys.
- Coordinate the effective implementation of individual client and client portfolio strategies and plans to achieve targets.
- Lead the CST in defining and refining solutions negotiating contract terms and determining pricing strategy to contribute to CIBs long term profitability.
- Act as first line of defence by gaining a clear understanding of potential risk to effectively manage exposures and operational loss for the client portfolio.
- Oversee client performance and exposures in line with client risk strategy to provide early warning signals of deterioration.
- Limit potential NPLs with a view to achieving agreed credit loss ratios.
- Manage the adherence to all applicable CIB policies systems processes and procedures to ensure compliance with regulatory and risk frameworks and the fulfilment of all relevant risk and business control requirements.
- Utilise research analysis and insights to lead and manage the client service team (CST) in the ideation and development of the client strategy and plans to enable effective client engagement and opportunity identification to deliver revenue targets.
- Manage the achievement of objectives through effective leadership of the team including allocating clients setting targets against each client reviewing the quality of work providing feedback and promoting personal and professional development in order to build the overall capability of the team and drive improvements in performance.
- Contribute towards realising the desired culture though the appropriate leadership of the team and inspire and ensure people are developed according to evolving market client and sector needs.
Qualifications :
Type of Qualification: First Degree
Field of Study: Business Commerce
Experience Required
Relationship Management
Client Coverage
57 years
A track record conducting collating and reviewing detailed financial and / or valuation analysis for use in client engagements.
57 years
Demonstrate an advanced understanding of the Client Coverage capabilities and a growing understanding of the overall CIB and the competitive environment.
57 years
Demonstrated proficient experience working in cross functional teams to drive client centric solutions grow portfolio revenue and deliver comprehensive client experience.
57 years
Experience in risk management and fulfilling the role of first line of defence.
57 years
Experience leading client engagement at senior management and executive level.
Additional Information :
Behavioural Competencies:
- Articulating Information
- Conveying SelfConfidence
- Convincing People
- Developing Strategies
- Establishing Rapport
- Exploring Possibilities
- Interacting with People
- Making Decisions
- Producing Output
- Providing Insights
- Team Working
- Understanding People
Technical Competencies:
- Business Development
- Client Business Case
- Client Knowledge
- Client Retention
- Client Servicing
- Data Analysis
- Financial Analysis
- Risk Management
Remote Work :
No
Employment Type :
Fulltime