Proactively build strong and trusting partnerships with Front Office Management, Bankers and other specialists in developing and executing the insurance referral management strategy and plans
Responsible for providing administrative and client service support to Relationship Managers (RM) within the front office function servicing Private Banking clients.
To grow AUM and increase the penetration of managed solutions through marketing and advice to RMs and clients. This involves maintaining strong collaboration with Relationship Managers/Investment Advisors.
Originating, sourcing and due diligence for Private Market funds including open-ended and close-ended opportunities and maintaining a pipeline of Private Market opportunities for clients
Partner closely with the Head of MRPA and senior executives to shape strategic business decisions through data-driven insights, performance analytics, and forward-looking management information frameworks and activities such as forecasting and planning.
Conduct reviews based on a risk-based program to assess that client facing staff meets the regulatory requirements and internal policy requirements, primarily on fair dealing practices, client suitability, sales and dealing practices, staff conduct matters, pricing, periodic reviews, and gift and entertainment controls.
Responsible for providing administrative and client service support to Relationship Managers (RM) within the front office function servicing Private Banking clients.
Support Head of Global Financial Intermediaries (GFIM) and the Head of Sales Strategy and Management Support – FIM, in their Business Strategies/Priorities, Business Growth and Sales Activities.
Govern and maintain the bank’s enterprise Power BI platform, including Power BI Service, Microsoft Fabric capacity, workspaces, gateways, access controls, and platform standards.
Monitor adherence to client restrictions and investment risk frameworks, including watchlist, concentration risk, liquidity risk, portfolio turnover to ensure portfolios remain aligned with defined mandate risk objectives.
Collaborate with business stakeholders on risk management matters, ensuring seamless integration of operational risk management framework by reviewing, providing support, advisory and input on the required controls and processes.