his role appears to be for a Senior Relationship Manager or Client Success Manager within a financial services or fintech organization. The key duties and requirements outlined highlight a strategic focus on client relationship management, project leadership, and product expertise, with an emphasis on delivering value and ensuring client satisfaction. Here's a breakdown of the main duties and skills expected for the position:

Main Duties:

1. Client Relationship Management:

   • Build and manage day-to-day interactions with banking clients.
   • Cultivate long-term, strategic partnerships with clients, serving as a trusted advisor.
   • Drive client satisfaction, ensuring that the services provided meet or exceed expectations and resolve any areas of dissatisfaction.

2. Project Management:

   • Own the life cycle of client projects, from commercial agreement to end-delivery.
   • Work closely with clients and internal teams to ensure alignment on project goals, timelines, and deliverables.
   • Execute projects with a focus on excellence and clear communication across stakeholders.

3. Client Meetings & Presentations:

   • Lead regular client meetings (QBRS, formal/informal reviews, strategy sessions).
   • Present tailored insights, analysis, and value propositions to clients, ensuring follow-ups and timely responses to client queries.
   • Guide clients through their business challenges, positioning solutions as key drivers of success.

4. Client Adoption & Value Delivery:

   • Focus on driving product adoption, ensuring clients see measurable outcomes and value from the platform.
   • Promote renewals, expansions, and advocacy within the client organization.

5. Product Expertise & Development:

   • Develop in-depth knowledge of my clients platform, staying current with updates and new features.
   • Act as the client's voice in communicating feedback and requirements to Product and Tech teams, influencing product evolution.

6. Material Development:

   • Assist in creating client-facing materials, such as presentations, marketing content, and educational resources.
   • Support internal committees or regulatory requirements with client-specific documents and presentations.

7. Industry Knowledge & Leadership:

   • Keep up to date with industry trends, webinars, events, and readings to maintain a competitive edge.
   • Manage and mentor junior members of the relationship management team, supporting their growth and development.

Requirements:

1. Experience:

   • Proven experience in a client-facing or relationship management role in the banking or financial services sector.
   • A deep understanding of the banking industry, especially in areas like Corporate and Investment Banking, Retail Banking, and Asset Management.

2. Skills:

   • Excellent communication skills (both verbal and written), capable of managing challenging client dialogues and delivering high-impact presentations.
   • Strong project management skills with experience managing multiple complex projects simultaneously.
   • Effective at predicting potential roadblocks and proactively addressing them to ensure smooth project execution.

3. Leadership & Mentoring:

   • Experience mentoring or managing smaller teams, with a focus on fostering teamwork and collaboration.
   • Ability to guide team members and support their professional growth.

4. Client Focus & Problem-Solving:

   • Ability to understand client goals and success measures, translating these into actionable project plans.
   • Experience in building strong client relationships through proactive problem-solving and effective communication.

5. Organizational Skills:

   • Ability to manage competing priorities, tight deadlines, and multiple stakeholders, with strong organizational skills.

Key Attributes for Success:

• Strategic mindset: The ability to approach client relationships with a long-term, consultative focus, positioning yourself as a trusted advisor.
• Client-centric: A strong commitment to understanding and meeting client needs while ensuring the delivery of outcomes that drive business success.
• Collaboration: Comfortable working across global teams and coordinating efforts to meet client objectives.
• Adaptability: Capable of navigating a fast-paced and dynamic environment, responding to changing client demands and priorities.

This role demands someone who is not only skilled in managing client relationships but also experienced in guiding projects from start to finish, presenting complex insights, and leading teams while ensuring high levels of client satisfaction and engagement.