Overview
In this role, you support Relationship Directors within Corporate & Institutional Banking to understand client needs and identify product opportunities. You conduct research and financial analysis to shape client materials and coordinate activities across planning and pipeline management. You help ensure data quality and timely reporting while contributing to risk monitoring and regulatory compliance. This is a chance to impact client engagement, operational execution, and risk governance in a global bank.
Pay / Benefits
- private healthcare for all employees
- enhanced parental and adoption pay
- non-contributory pension scheme with generous employer contribution
- tailored professional development opportunities
- competitive pay and benefits package
Responsibilities
- Support Relationship Directors to meet customer needs, improve client engagement and strengthen operational efficiency
- Identify product and service opportunities across existing and prospective customers
- Prepare analysis, proposals and presentations to support customer discussions and meetings
- Coordinate day-to-day client activity including client planning, pipeline management and alignment with product partners
- Maintain accurate and timely updates to data and call reports
- Monitor risk matters including Global Standards and Anti-Money Laundering & Sanctions alerts and escalate issues as needed
- Apply Group Policy consistently and support adherence to regulatory, financial and legal standards to minimise business and reputational risks
- Prioritise workload to deliver to deadlines and contribute ideas that improve customer service, quality and ways of working
Key requirements
- Experience in the Financial Services sector within a commercial bank or other financial institution
- Strong analytical capability and financial numeracy to interpret information and support decision-making
- Experience understanding customer needs and delivering excellent customer service
- Prepare clear, well-structured proposals, presentations and written materials for customer engagement
- Manage tasks across multiple priorities while meeting due dates
- Clear written and verbal communication, adaptable to audience
- Collaborative mindset and willingness to support colleagues
- Interest in managing a small portfolio of customers as part of development
- strong communication
- collaboration
- data-driven mindset
- analytical capability
- financial numeracy
- proposals and presentations
…
