Client Manager, TMT

The role is responsible for driving progress on relevant targets to deliver excellent client service, getting clients to the point of ready-to-transact as quickly as possible, and within agreed service level agreements including turnaround times, productivity, and quality.

The Client Manager is responsible for proactively managing the client account on all day-to-day maintenance activities to ensure the highest level of client service and relationship health.

The Client Manager will support the RMs on an aligned client portfolio to ensure strong client delivery execution.

• Act as a service partner, work together with RMs, Product Sales, Operations and other key internal stakeholders to solve client issues and identify opportunities to improve overall service for the clients

• Fully understand the CCIB (and specifically Tech, Media & Telecom) business strategy and leadership expectations to ensure Client Management activities are effectively managed in accordance with the Bank’s strategic focus.
• Ensure alignment between CCIB business and Client Management with regular engagement regarding business priorities, issues, and address any gaps
• Liaise with business units, local/group product, other supporting operations and external business partners when necessary to capture business opportunities in a timely and effective way

• Deliver excellent client service, getting clients to the point of ready-to-transact as quickly as possible, and within agreed service level agreements including turnaround times, productivity, and quality
• Identify process and service improvement opportunities and work closely with CM Team Lead and management to implement changes and transfer of best practices
• Contribute to focused and timely implementation of change initiatives
• Appropriate and timely escalation, especially significant risk issues, to CM Team Lead or to other stakeholders in senior management, risk or control functions as appropriate
• Proactively managing relationship health of the accounts they are responsible for and delivering the highest quality client service.
• Ensure work performance maintains error free delivery with no operating losses and adherence to first-time-right principles. Contribute to the teams’ BAU productivity at the highest standards, ensuring minimal rework.
• Ensure adherence to all internal/regulatory policies & regulations
• Co-ordinate with Ops/GSSC to rectify any ops related issues which can be resolved locally and issue Standard Instruction Form (SIFs) wherever required within authority

• Liaise with Legal & Compliance, IMO, CDU and Clients on standard documentation processes
• Obtain necessary approvals for T&C deviations on standard docs from the relevant authoriser as necessary
• Follow through to ensure documentation completion and validate limits are correctly loaded/reflected in TP systems
• Ensure document deficiencies are minimised (as reflected in DDW etc) and are rectified in a timely manner
• Liaise with COBAM/RM if required on CDD related items
• Manage the end-to-end documentation negotiation process including pas sporting of documents in the network subject to all approvals being in place as negotiated with Legal/Product and Business.
• Engage and coordinate with Legal & Compliance, Credit, and Clients on standard documentation requirements such as standard terms, country supplements, banking facility letter, master credit terms, supplementary letters etc

• Ensure general portfolio hygiene of client data from a quality control perspective i.e. correct client tagging, limit information, segment classification etc in SCI, Work Bench.
• Annot…