Purpose of the role To manage relationship management initiatives and set the strategic direction. Provide support to the bank's senior management team. Accountabilities
Management of client relationships to identify the clients financial goals, challenges, and risk tolerance to 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. Management of relationship management initiatives, including oversight of colleagues and their performance, implementation of departmental goals and objectives, oversight of department efficiency and effectiveness. . Research and understanding of the client's industry trends, regulatory landscape, and competitive environment to inform strategic recommendations. Design of customised solutions that address the client's specific needs and objectives, incorporating a range of products and services from th...