Workday

Financial Planning and Analysis

• To assist relationship managers to effectively manage their client portfolios and optimise the client experience.
• Maintenance of client information, management of contracts and agreements, and preparation of reports, presentations, and other materials.
• Coordination of schedules for relationship managers and clients, ensuring efficient time management and smooth communication.
• Processing of transactions, management of expense reports, and routine requests to free up the relationship manager's time for strategic activities.
• Information gathering on relevant market trends, competitor offerings, and industry news to support the relationship manager in providing informed advice and tailored solutions.
• Analysis of client data, preparation of reports on portfolio performance, and provision of insights to inform portfolio adjustments and client recommendations.
• Management of inbound and outbound communication through phone, email, and other channels, relaying important information and response to client inquiries.
• Provision of support to relationship managers with planning, tracking and the execution of complex client projects by managing timelines and resources, identifying potential issues, summarising client portfolios and proactively communicating updates and opportunities to the relationship manager.
• Support to clients with everyday product and services tasks such as deposits, withdrawals, transfers, bill payments, mobile app support as well as updating personal information, contact details and account preferences.
• Guidance to new customers through account opening procedures, explanation of account terms and conditions, and setting up of online access and other services.
• Management and maintenance of client relations by resolving various customer concerns and inquiries, including account balances, statements, transactions, fees.
• Maintenance of confidentiality and security of client data by following strict data security protocols and ethical practices.

Senior Financial Planning Supervisor

Account Executive

• To generate revenue and promote the bank's diverse product and service offerings to various customer segments.
• Identification of potential customers, analysing their needs and preferences, and staying abreast of emerging market trends and competitor strategies.
• Creation of detailed profiles for target customer segments, outlining their demographics, financial habits, and pain points to tailor sales approaches and product recommendations.
• Relationship management of potential and existing customer relations through the execution of high-quality customer support.
• Understanding of the features, benefits, risks, and compliance requirements of various banking products and services offered.
• Development of compelling sales pitches and proposals that showcase the value proposition of the bank's offerings to convert leads into customers.
• Monitoring of lead conversion rates, customer acquisition costs, and other relevant metrics to assess sales performance and identify areas for improvement.

Sales Consultant – BPL

Vice President

• Ensure financial services regulation activities are compliant with applicable laws and regulations
• Provide legal advice on regulatory affairs and risk management
• Support legal department in representing the bank in legal proceedings
• Review legislation and create legal documents to ensure compliance
• Conduct legal research on changes in laws and regulations
• Develop and deliver training on legal and regulatory requirements
• Identify and communicate legal advice on applicable laws and regulations

Senior Lawyer – VP

Security Engineer

• Keep customers, clients, and colleagues safe by identifying cyber-vulnerabilities
• Allocation of the correct risk rating and remediation prioritisation
• Development of vulnerability management operating model, policies, and procedures
• Communication of vulnerabilities to relevant parties
• Collaboration with Threat intelligence and Cyber Operations teams
• Reporting of remediation status of Security Assurance Specialist team findings

Enterprise Security Posture Management SME

Manager

• Establish and nurture profitable partnerships with corporate and individual clients
• Manage client relationships and identify financial goals, challenges, and risk tolerance
• Provide guidance to clients to support their financial decisions
• Communicate value propositions and negotiate terms
• Monitor client satisfaction and revenue generated
• Engage in complex analysis of data from multiple sources
• Collaborate closely with other functions/business divisions

Wealth Manager

• Develop strategic infrastructure requirements, onboard current model suite & new quantitative model methodologies, redevelop models based on monitoring, IVU feedback and business changes and perform validation process.
• Delivery of advanced model analytics, improve stability and bring consistency in calculation approach.
• Leading technical engagements with QA and IVU for strategic redevelopment project on behalf of FTC.
• Provision of model execution, output analysis and lifecycle management capabilities across use cases for both forecasting and BAU models.
• Implementation of process improvements though enhanced controls, automation and improved analytics.
• Delivery of advanced model analytics (Recalibration, Sensitivity, root cause analysis etc.).
• Controls and testing: Addressing execution issues with IT and QA, Perform UAT as part of model productionisation.
• Cataloguing of issues, potential improvement for model redevelopment, authoring technical documentation with QA.
• Advise and influence decision making, contribute to policy development and take responsibility for operational effectiveness.
• Collaborate closely with other functions/ business divisions.
• Lead a team performing complex tasks, using well developed professional knowledge and skills to deliver on work that impacts the whole business function.
• Set objectives and coach employees in pursuit of those objectives, appraisal of performance relative to objectives and determination of reward outcomes.
• Identify ways to mitigate risk and developing new policies/procedures in support of the control and governance agenda.
• Take ownership for managing risk and strengthening controls in relation to the work done.
• Engage in complex analysis of data from multiple sources of information, internal and external sources to solve problems creatively and effectively.

Assistant Vice President – Model Control Office

• Manage and develop existing and new products and/or services
• Own related customer and colleague journeys
• Develop the product strategy and drive change
• Evaluate technical feasibility and compliance
• Monitor key metrics for product performance

Senior Product & Proposition Manager – Business Banking Portfolio Management

Account Manager

• Establish and nurture profitable partnerships with corporate and individual clients.
• Manage client relationships to support financial goals and challenges.
• Research client's industry trends to inform strategic recommendations.
• Design customised solutions that address the client's specific needs.
• Provide guidance for financial decisions and investment advice.
• Assess financial, legal, and operational risks associated with client relationships.
• Monitor client satisfaction and revenue generated.

Business Relationship Manager – Agriculture

• Execute market research to understand the competitive landscape, identify market trends and opportunities, and develop strategies to capture market share within the commercial banking segment
• Develop appropriate pricing models for different products and services, ensuring profitability while remaining competitive in the market
• Develop, implement and manage innovative financial solutions, services and products aligned to the banks objectives
• Identify and forge strategic partnerships with other financial institutions and technology providers to expand product offerings
• Manage key stakeholder relationships within target companies to understand their needs and recommend appropriate solutions
• Develop and implement sales strategies including the establishment of sales targets and identification of sales channels
• Monitor key leading and lagging metrics to assess the performance of the commercial banking segment
• Engage in complex analysis of data from multiple sources to solve problems creatively and effectively

Commercial Manager – Savings

Artificial Intelligence

• Design the end to end journey of a service to enable a user to complete their goals.
• Creation of design assets to drive business outcomes, including service blueprinting, customer journey mapping and service prototyping.
• Creation of intuitive and user-friendly interfaces for digital banking platforms and applications.
• Monitoring of industry trends, design best practices, and emerging technologies.
• Managing risk and strengthening controls in relation to the work your team does.
• Collaborating with other areas of work to keep up to speed with business activity and strategies.

Senior AI Conversational Designer

• develop, implement and maintain solutions that support the safeguarding of the bank's systems and sensitive information
• provision of subject matter expertise on security systems and engineering patterns
• development and implementation of protocols, algorithms, and software applications to protect sensitive data and systems
• management and protection of secrets, ensuring that they are securely generated, stored, and used
• execution of audits to monitor, identify and assess vulnerabilities in the banks infrastructure/software and support the response to potential security breaches
• collaboration across the bank, including developers and security teams, to ensure that cryptographic solutions align with business objectives, security policies and regulatory requirements
• development/ implementation and maintenance of Identity and Access Management solutions and systems

Insurance

• Manage and develop existing and new products and/or services
• Ownership of related customer and colleague journeys
• Develop product strategy and drive change through execution teams
• Make key decisions in the product lifecycle
• Own associated outcomes for customers, colleagues, and the bank
• Develop customer level strategies & solutions
• Act as Subject Matter Expert in the Product/Proposition team
• Guide and advise stakeholders at all levels
• Evaluate technical feasibility, legal compliance, and potential risks
• Monitor market trends and feedback from internal employees and customers
• Manage launch plans and technical deployments for products
• Monitor key metrics such as adoption rates and revenue generation

Product & Proposition Manager – Insurance

Solutions Engineer

• To design, develop, and implement solutions to complex business problems.
• Collaborating with stakeholders to understand their needs and requirements.
• Design and implement solutions that create solutions that balance technology risks against business delivery.
• Fault finding and performance issues support to operational support teams, leveraging available tooling.
• Advise key stakeholders, including functional leadership teams and senior management on functional and cross-functional areas of impact and alignment.
• Demonstrate leadership and accountability for managing risk and strengthening controls in relation to the work your team does.
• Collaborate with other areas of work, for business-aligned support areas to keep up to speed with business activity and the business strategies.
• Create solutions based on sophisticated analytical thought comparing and selecting complex alternatives.

Solution Architect

• Enable 'secure by design' principles in system architecture
• Conduct security risk assessments
• Collaborate with stakeholders for security strategy development
• Participate in security policy development and maintenance

Security Consultant

Director

• Act as the Cyber SME for controls, providing expert oversight and challenge across Cyber & Information Security and CISO on control effectiveness.
• Lead and support core cyber risk and control processes (e.g. RCSA, Interim RCSA, Issue Management, Key Indicators, Standards adherence), ensuring outputs are risk-based, consistent and aligned to regulatory expectations.
• Analyse and challenge cyber risk issues and control weaknesses, working with control owners to define and track sustainable remediation actions.
• Maintain end-to-end visibility of the cyber control environment, identifying emerging themes, systemic risks and areas requiring escalation to senior governance forums.
• Support delivery and oversight of key cyber programmes (e.g. Cyber Excellence Programme, Risk Reduction Plan), ensuring clear linkage to control outcomes and risk reduction.
• Support regulatory meetings and interactions, including preparation of materials, providing SME input, and contributing to responses to regulatory requests and findings.
• Engage with 2LoD, Internal Audit and regulators on cyber-related matters, supporting reviews and ensuring timely, high-quality responses to findings.
• Maintain up-to-date knowledge of cyber threats, regulatory developments and industry best practice, applying this to strengthen the cyber control environment.