Client Analyst

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…