Client Analyst

Job description

To manage any assigned client relationships, (where applicable) with support from experienced relationship managers, across the end to end client engagement value chain, coordinating the origination and execution of client centric solutions ensuring the clients' needs are fulfilled, while managing risk, delivering exceptional client experience and contributing towards defined revenue targets. Research, analyse and understand the individual clients and assigned client portfolio in terms of business model, strategic levers, business drivers and financial metrics.

Co-ordinate the client service team (CST) meetings; preparing the logistics, agenda, and content management. Contribute to ideation and own the translation of action points post the meeting into tangible opportunities. Work independently to compile client and portfolio information into reports, documents and dashboards on client engagement levels, sales activity, business pipeline and value proposition profitability. Provide input and recommendations into CSTs opportunity identification, budget planning and performance forecasting.

Collate, interpret and present relevant information and data for the purpose of tracking performance metrics that inform client, sector and market trends and the origination of clients and sustainable solutions. Build client centric, sustainable relationships with counterparts at the client, to enable the delivery of relevant SBG value propositions/ solutions that contribute towards the clients growth and grow share of wallet.

Contribute client research, analysis, financial modelling and scenario planning towards the preparation and delivery of relevant materials to drive a successful engagement (e.g. pitch books, RFPs, client presentations, case studies). Organise and attend client visits in support of the CC and broader CST, maintain ongoing client dialogue and support solutioning and cross selling. Co-ordinate internal stakeholder sessions prepare and present client information and follow up on actions arising to drive integration and client centricity in delivering against existing and new opportunities.

Liaise with internal functions (e.g. Product lines, Operations, Credit Risk) to support the day-to-day client relationship management and resolution of client escalations. Support the credit process and other relevant workflows between credit and coverage by assisting with credit applications, support and / or run NBAC for vanilla solutions, excess management resolution, and compliance related issues to support client risk strategy.

Track, monitor and review / assess client financial performance, including information undertakings and covenant compliance, with appropriate recommendations to mitigate risk where relevant. Adhere to applicable CIB policies, systems, processes and procedures to ensure the compliance and fulfilment of all relevant risk, regulatory and business control requirements. Provide on the job guidance to team members to enhance their understanding and application of the CIB value proposition, processes and standards and to enable improved performance.

Essential Functions

Contribute towards realising the desired Coverage and CIB culture by modelling and displaying appropriate behaviours, collaborating across the business and promoting team work.

Qualifications

Type of Qualification

First Degree Field of Study: Business Commerce Experience Required Relationship Management Client Coverage 5- 8 years A track record conducting research, analysis, interpreting and packaging qualitative and quantitative data, such as compiling client documentation (presentation books, presentations, memoranda, and other presentation materials) to share insight and create client value. 5 - 8 years

• Demonstrate an experienced understanding of the Client Coverage capabilities. 5 -8 years
• Demonstrated experience working in cross functional teams to deliver comprehensive client experience. 5-8 years Experience in portfolio management - internal stakeholder collaboration, query management, compliance, reporting, middle office support, etc. 5-8 years
• Proficient understanding of credit and risk.

Behavioural Competencies

Adopting Practical Approaches Checking Things Conveying Self-Confidence Developing Expertise Documenting Facts Interpreting Data Inviting Feedback Managing Tasks Producing Output Pursuing Goals Taking Action Team Working Technical Competencies: Business Development Client Business Case Client Knowledge Client Retention Client Servicing