Key Responsibilities

Work closely with Relationship Managers and Product Managers to provide comprehensive coverage, product and deal execution, for mergers and acquisitions, private equity placement, and acquisition financing.
Develop and execute strategic initiatives to support business growth.
Develop and implement client strategies for banks, broker dealers and non-bank financial institution clients.
Competitor pricing reviews and benchmarking.
Originate new client opportunities, providing tailored, structured client solutions.
Partner with the Sales, Products, Structuring and Implementation teams to develop and deliver products.
Operate rigorous account planning and management, with call reports and deal pipelines.
Continually develop industry and product knowledge, sustainable finance, emerging technologies, implications of the changing economic landscape for clients, and opportunities for business growth.
Consult with Risk, Legal & Compliance teams to maintain credit worthy portfolios, complying with regulatory requirements and Group bank policies.

Skills and Experience

Is a trusted advisor, providing outstanding account management support, developing and nurturing long term relationships.
Provides superior client experience, understanding client behaviours and preferences to shape client strategies.
Analysis of financial reports and statements to evaluate performance and investment suitability.
Financial Markets and Transaction Banking industry knowledge including formulating perspectives for key client industries including trends, directions, major issues, regulatory considerations, and trendsetters.
Risk management.
Financial services regulatory experience.

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