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Lead Corporate Advisor
1 week ago
About the Role:
We are seeking a Strategic Banking Leader who will be responsible for driving the growth in flow and event business activity for a specific client and/or for a portfolio of clients within a sector.
The ideal candidate will have expertise in translating sector strategies into tactical client portfolio strategies and driving execution thereof. They will also be responsible for delivering solutions by collaborating with relevant internal and external stakeholders, defining and distilling sector strategies into executional tasks, creating shared success metrics, and leading client engagement and services teams in the execution of service and support delivery tactics for retention and growth of the customer.
The successful candidate will own a sector's portfolio client relationships, anticipate client challenges, coordinate solutions for those challenges, and manage and develop relationships necessary to increase the value of the client's portfolio and/or product basket working with respective bankers, banker support teams, and banking suite teams.
- Develop and deliver on the client plan that aligns to the Sector Strategy by identifying and utilising opportunities for revenue growth to deliver on sales targets.
- Develop plans to drive revenue growth and generate client leads within the allocated client set.
- Manage the origination process, anticipating client needs and ideation of innovative solutions to client's emerging needs.
- Collaborate closely with relevant business units and product houses as per strategy to identify revenue opportunities.
- Define and drive the tactical sales strategy for area of responsibility and lead the Client Action Planning process for clients they are directly responsible for within assigned sector portfolio, across all their banking needs (across all business units).
- Establish and maintain relationships with product/solution partners to strengthen collaborative working relations to improve the effective and efficient execution of the Client Action Plan as part of a cross-functional team.
- Apply a customer-centric approach that focuses on creating a positive experience for the customer by maximising service and/or product offerings and building relationships and ensure that the customer is at the centre of the business philosophy, operations, and ideas.
- Seek innovative, digitally oriented, assisted, and unassisted solutions to clients' needs, and crafting strategies for implementing client-specific solutions.
- Manage team or teams in areas of responsibility in delivery against performance targets and achievement of wider human capital objectives.
- Develop, encourage, and nurture collaborative relationships across business areas and across the group.