Design, structure, present, negotiate and implement custom deposit solutions for complex business financial services clients
Support Relationship Managers with portfolio review, opportunity spotting, client discovery and proposing solutions
Contribute to an exceptional client experience by providing superior business solutions and financial advice
Pre-contact planning, designing, structuring, presentation, negotiation and implementation of client solutions, including pricing within delegated authorities aligned to client complexity
Portfolio Review for New Client Acquisition to the product line or additional product sale to existing BFS client; leads identification and execution and proactive contact
Documenting of client solutions including detailed updating within client relationship plan and pipeline
Client 360 for contact management and reporting
Development of CRT capability related to Deposit and Investment opportunity spotting, client discovery and proposing solutions
Requirements
5 years’ experience within the product specialty field, Deposit and Investments
Strong client impact, execution excellence and collaboration skills
Strong analytical and technology skills, including financial analysis demonstrating the ability to match client needs with financial solutions
Excellent time management with the ability to prioritize multiple and sometimes conflicting demands
Proven negotiation skills
University degree, ideally in commerce, business administration, or related experience (nice-to-have)