Business Development
1 month ago
Business Development - Growth & Client Experience Business Manager
The Growth & Client Experience Business Manager (G&CX BM) will primarily focus on providing pro-active support to the Director, Growth & Client Experience, driving Arbuthnot Latham’s growth strategy and enhancing the Client Experience, by supporting the development and execution of initiatives that attract and retain clients, increase footings in line with Future State 2, and improve client satisfaction.
Day to day tasks will involve supporting the delivery of the Client Experience Strategy, including monitoring and reporting of KPIs to assess the effectiveness of CX initiatives, running of CX forum, preparing reports, and presenting findings to senior management. The role will also support the management of different growth channels, including Business Introducers, Partnerships and Platforms.
The role will involve the close collaboration with key business partners and stakeholders including client facing banking teams, marketing, transformation, risk functions, back-office service departments, operations and IT.
Support the Director, Growth & Client Experience with the design, creation and ongoing management of the Growth & performance MI and CX Dashboard and monitor data accordingly.
Manage and own the Business Introducer process (as per BI Framework), ensuring alignment and consistent approach to all.
Support Growth colleagues in the creation of pitch packs and other marketing / presentation material
Drive CRM Adoption across the front office, sharing regular data with key stakeholders to recognise effective usage and target focus areas of improvement.
Work alongside our COO & Digital Transformation teams, representing the voice of the client to support client centric change.
Provide support to Business management on an adhoc basis on production of MI
Embed a client centric culture across the business, using customer focused performance KPIs, training and recognition.
Compliance
Complete compliance regulatory exams (as required), adhering to both legal and regulatory requirements.
Risk:
~ Responsible for managing risks inherent to the role by diligently observing internal policies and procedures.
Take ownership and support the BD Team.
Maintain excellent relationships with Private & Commercial Banking, ALIM, Operations, Treasury
Compliance and Risk functions
Marketing, Product and Proposition
IT and Transformation
Previous Business Manager role, with Client experience knowledge beneficial but not essential
Commercial banking finance experience, and knowledge of the private banking industry would be beneficial.
Detailed knowledge of regulatory requirements covering money laundering and criminal activity.
Ability to develop a network both internally and externally to mutually benefit the team and the Bank.
Working knowledge of Salesforce CRM system is preferable.
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