Strategy
- Work with GAM/Team Head on the development and implementation of the client strategy for the designated portfolio as identified through the Account Planning process
Accountability for delivering financial performance objectives (revenues, costs, RoRWA, etc)
Accountability for all other objectives for the management and development of client relationships, specifically compliance (AML, CDD) and credit risk.
Processes
- Proactively manage the designated client portfolio to ensure:
o Close ties exist with key stakeholders eg. Financial Markets, Transaction Banking, Corporate Finance, Risk, etc.
o Risks are appropriately identified and managed.
o The client portfolio is managed in compliance with the regulatory environment, keeping up to date with applicable changes and Group policies with ability to contribute to policy formulation
o Key regulatory risks and concerns are raised into the governance framework throughout the team
o All sales disciplines are adhered in accordance with Investor/FI standards ie Account Planning, Call Reports, Deal Pipeline Management
- Develop opportunities through attendance at key Industry events as necessary.
