Client Bank Manager

Job Description

At M&G our vision is: to become the best loved and most successful savings and investment business and were looking for people who are excited about joining us on our journey. Were digitally transforming and investing heavily in technology and innovationto develop new and improved customer propositions that really raise the bar for our customers. To help us achieve our vision were looking for exceptional people who live our values and behaviours and who can inspire others; embrace change; deliver resultsand keep it simple. We know that an inclusive environment makes us more accessible and ensures we attract, engage, promote and retain exceptional people. We welcome applications from all individuals regardless of age, gender/gender identity, sexual orientation,ethnicity/nationality, disability, or military service and welcome those who have taken career breaks. We will consider flexible working arrangements or home working arrangements for any of our roles. What you can expect from us: We are committed to creatingan environment where you can be exceptional at all you do. To help us deliver this, we promise to: Challenge Your Limits by creating a stimulating working environment and providing opportunities for you to be involved in meaningful and challenging work SupportYour Aspirations with a commitment to learning and development that helps you achieve and build your experience with people who want you to succeed Value Your Input whereby leaders and managers will involve you in key decisions, listen to your thoughts andrecognise the important contribution you make Balance Your Life through a work life partnership that focuses on making this an inclusive, diverse and friendly place to work and offers the flexibility and support that enables everyone to be at their best Howdo we support our employees: All M&G plc employees will be supported in the workplace through our M&G Employee Assistance Programme (EAP). If you need counselling, confidential financial or legal advice. The service is available 24 hours a day, 365 days ayear and offers access to qualified professionals who can provide specialist information, advice and support on many issues. It offers a broad range of services, including help with family issues, maintaining work/life balance and mental health support. TheRole: M&G Wealth Advice has an extensive bank of clients which need to be managed to ensure that M&G Wealth Advice are managing its client and regulatory responsibilities. M&G Wealth Advice has three types of clients (Relationship, Transactional and Potential),all of which need to be owned by the advisers- the Client Bank Manager will assist in ensuring that all these categories across M&G Wealth Advice are being managed in accordance with the client bank strategy. The purpose of the role is to help ensure thatM&G Wealth Advice have the necessary tools/processes and management information to provide appropriate outcomes to their clients, fulfilling their regulatory requirements and meeting the needs of the business Key Work Level Accountabilities: Experienced Colleague:Accountable for providing a quality service or product to customers and stakeholders, using skills/experience built through significant practical experience or training For team leaders, accountable for ensuring the team the role supports is delivering a qualityservice or product Works within established frameworks and procedures, with the freedom to interpret them to solve a range of problems Delivers outputs that are clearly defined, using discretion over how to achieve them Makes suggestions for improvements tothe work of the team, based on previous experience and knowledge of similar situations Key Responsibilities for this role: The preparation and issue of client bank management information reporting for all sales teams and any other stakeholder or interestedparty Work with sales, proposition and risk teams to ensure that reporting on regulatory obligations are being met to clients. Manage relationships with key stakeholders within the business to ensure that the client bank process is robust and being adheredto. Provide insight and analysis on the fulfilment, remuneration and reallocation process/controls so that the client bank strategy is being fulfilled. Responsible for identifying and driving future improvements to the client bank strategy/ processes/controls/MI Carry out analysis on PFPs client bank to identify opportunities to allow the business to grow. To work collaboratively with colleagues and take personal accountability to maintain and enhance controls you are responsible for to support improvement ofthe overall control environment, customers outcomes and a reduction in M&Gs operational risk. Key Knowledge, Skills & Experience: Strong experience in Excel. Knowledge of sales/ lead management tools would be an advantage (IRESS) Strong data analysis backgroundExcellent operational /process /system problem solving Excellent programme and project management capabilities. Personal attribute/skills: Ability to work independently. Ability to multitask and comply with tight deadlines. Confident, assertive and capableof challenge. Accurate and exceptional attentional to detail. Good interpersonal and communication skills. Adapts research and findings from analysis undertaken to different audiences. Natural affinity for extracting relevant information from vast amountsof data. Aptitude for mathematical and analytical activities. Demonstrates understanding of pricing proposals and models with commercial implications. Ability to prioritise and coordinate activity. Problem solver. Work Level: Experienced Colleague RecruiterName: Phoebe Ewers Closing Date: 15th December 2021 We live by four behaviours at M&G and we ask all our employees to: Inspire Others - Support and encourage each other, creating an environment where everyone can contribute and succeed Embrace Change - Beopen to change, willing to be challenged and able to adapt quickly and imaginatively to new ideas Deliver Results - Focus on outcomes, set high standards and deliver with energy and determination Keep it Simple - Cut through complexity and bureaucracy, beclear and decisive and never overcomplicate things