Business Manager (Private Banking)

Key responsibilities

• Support Front Office business initiatives and projects (including sales, operational, risk and technical tasks) looking toward improving the delivery model and output quality
• Monitor KPI performance to ensure alignment with business plans and budgets.
• Track weekly pipelines and prepare daily, weekly, and monthly performance reviews.
• Build and maintain the sales operating rhythm, including preparing reports and presentations supporting Regional Management Team
• Prepare and track sales activity, referrals, initiatives, and follow through on outcomes.
• Work closely with Finance and Global Sales Management to enhance sales tools and reports, ensuring timely and accurate reporting.
• Ensure stable frontline activities, smooth running of frontline processes and seek continuous improvement in frontline activities – provide Front Office support on day-to-day activities including accounts opening/exits processes, system-related or reporting issues. Help find and implement solutions for ad-hoc queries from the front line.
• Ensure compliance with external regulatory and internal policy requirements, including the Bank’s global and regional policies, operating procedures and controls to meet the Bank’s local regulatory requirements and to protect the business from financial, regulatory and reputational risk.
• Maintain a business-wide and ‘team’ perspective in respective projects and business support activities, balancing commercial and control requirements
• Work in collaboration with various business support functions (Business Monitoring, Middle Office-Operations, Compliance, Treasury, Risk and other departments) to ensure compliant Front Office activities, loss prevention and workplace efficiency.
• Systems – act as the FO representative on system/trading platform matters involving the Front Office – including access, support, issues escalation, testing, user acceptance and specification and outage support, as required.