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.