Job Summary

• The role holder will be responsible for establishing and maintaining strong Business banking client relationships that translate into sustainable revenue, portfolio growth, and risk-adjusted returns for the bank through acquisition, retention, and deepening of business banking relationships.

Key Responsibilities

• Grow the number of active business banking clients and deepen share of wallet across the portfolio.
• Increase wealth product penetration per client by identifying cross-sell opportunities across core business banking solutions.
• Deliver revenue growth while maintaining portfolio quality, disciplined credit standards, and strong risk-adjusted returns.
• Adhere to the bank’s operational risk, compliance, and credit governance processes.
• Provide outstanding client experience through responsive service, informed advice, and proactive portfolio management.
• Build and manage a robust client pipeline, follow up leads, structure opportunities, complete call reports, and convert business efficiently.
• Develop long-term relationships with business owners and decision-makers by understanding their funding, transaction banking, expansion, and risk management needs, and by delivering appropriate solutions.
• Keep abreast of market trends, sector developments, and product capabilities to identify opportunities and provide relevant insights to business banking clients.
• Partner closely with the Wealth team to originate, convert, and grow business-owner opportunities across wealth products, with a focus on driving referrals, increasing wallet share, and unlocking succession planning and family business continuity opportunities.

Skills and Experience

Must-have Skills    

• Customer focus and Service excellence
• Actively collaborates with team members and stakeholders to achieve common goals.
• Decision Quality  – well-informed and thoughtful decision-making processes.
• Other Skills
• Relationship Management – building and maintaining strong, positive connections with clients, partners, and stakeholders to foster trust and collaboration.
• Sales of products and services to clients.
• Problem Solving – this involves identifying challenges and developing effective strategies to overcome them successfully.
• A strategic mindset with the ability to think critically and plan effectively for the long-term.

Qualifications

Experience

• Strong knowledge and experience in wealth management, commercial, or business banking.
• Strong relationship management and business development skills with business owners, promoters, and key decision-makers.
• Good understanding of wealth products, cash management, and working capital solutions.
• Strong market awareness, commercial acumen, and ability to identify sector-specific opportunities and risks.
• Ability to work in a flexible and agile way in a fast-paced, performance-driven environment.
• Preference for candidates with investment banking experience, particularly in structuring, advisory, capital raising, or complex deal execution.
• Ability to operate effectively in an international environment and collaborate across product and coverage teams.
• Maintains a high standard of personal conduct and consistently demonstrates the bank’s valued behaviours.

Preferred Candidate Profile

• Proven track record in originating, managing, and growing business banking client relationships.
• Strong commercial instinct with the ability to identify client needs and translate them into relevant banking and wealth solutions.
• Strong relationship management experience with the ability to identify wealth management opportunities for business owners, including succession planning, family business continuity, and intergenerational wealth conversations, will be highly valued.
• Experience in wealth management serving corporate clients and family businesses, with strong capability in advisory, relationship management, and identifying holistic wealth solutions.
• Ability to balance revenue delivery, compliance discipline, and strong client experience.
• Confident communicator with the credibility to engage business owners, senior decision-makers, and internal stakeholders effectively.

Certifications / Qualifications: 

• Relevant degree in Business, Finance, Economics, Banking, or a related field
• Professional qualifications in Chartered Institute for Securities and Investment Part 1 & 2 Certification will be an added advantage