Portfolio Relationship Manager

LMA Recruitment Ltd
Market Rate
12 Sep 2017
20 Sep 2017
Contract Type
A new opportunity has become available at an International Bank for a Portfolio Manager - Treasury Services.

Duties to include:

- Act as an operational point of contact for coverage clients, proactively responding to client's requirements. Support the client service activity across all geographies and manufacturing locations. Deliver operating models, products and services and analyses data/information to support decision making and solution modelling discussions
- Work directly with client leaders, execute operational strategy for coverage clients with a focus on: model simplification, greater efficiency and automation of client process, and identifying, predicting and proactively managing future state requirements
- Complete client activity logs including day to day activities/issues, change and on-boarding events. Ensure the service standards are met through daily review of key data, issue tracker and query management
- Support the management and execution of all change events including large scale projects/programmes, regulatory and industry change, and client imposed change. Manage multiple stakeholders within the Bank and the client organisation to ensure partnership clients expectations are met or exceeded
- Support the communication of the client's strategic requirements internally and helps to align activities with strategic product initiatives/roadmaps by influencing, problem solving and solution planning with relevant stakeholders
- Support all initiatives aimed at improving and enhancing overall client satisfaction with services and for providing technical expertise to support clients' objectives
- Execute the detailed client analysis based on KPI data, query logs, action logs, change logs, BAU information, client information, etc. to assess future requirements, challenges and use this analysis to enhance the client partnership, service offering and performance

The candidate will have:

- Progressive financial services experience
- Some experience managing clients with a global footprint
- High level of technical operational expertise
- Excellent communication skills and ability to operate alongside senior leaders, functional leads
- Strong risk management acumen