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Client Onboarding - Business Manager - Associate
mid · Corporate Finance
Join the Commercial Banking Finance & Business Management (F&BM) team to support the Client Onboarding and Servicing (COS) organization, providing best-in-class experience for our clients and employees. Work with senior leadership to provide executive communication support, data visualization, and business performance analysis.
As a Business Manager within the COS Business Management support team, you will coordinate and communicate information to support COS senior leadership, create high-quality executive presentations, and participate in planning key business initiatives. Your role involves providing data and reporting for business presentations, coordinating initiatives in a global organization.
Job responsibilities:
- Proactively drives the APAC COS strategy and priorities across the COS global organization and partners to achieve outcomes in line with business goals and COS KPI.
- Participate in planning key business initiatives, framing strategy, and tracking execution.
- Coordinate, collect, consolidate, and communicate information to support COS senior leadership.
- Partner with business executives to create high-quality executive presentations and special topic storylines.
- Articulate and document complex topics in executive-level communication for management meetings.
- Provide data and reporting for business presentations that distill complex ideas into actionable messages.
- Identify opportunities to improve or assist in driving efficiencies and managing risks impacting finance and budgets.
- Lead data and report tooling requirements for APAC COS in collaboration with global counterparts and cross-functional partners.
- Drive KPI and Metrics improvement by performing data analysis, enhance tooling and automation to enable timely data driven insights for COS managers.
- Provide regular KPI Performance visibility to APAC stakeholders.
Required qualifications, capabilities, and skills:
- Bachelor’s degree in economics or finance or equivalent degree.
- Minimum 5 years relevant work experience in business management, financial data analysis, or COO environment.
- Excellent interpersonal and organizational skills with the ability to communicate at all organizational levels.
- Ability to work independently within a matrix, cross-functional, global organization. Comfort working across global teams/time zones; culturally aware, collaborative, and proactive are essential.
- Ability to synthesize large amounts of information to tell a relevant story. Strong experience in creating professional presentations for senior executives.
- Demonstrated ability to manage tight delivery timelines and adapt to unexpected circumstances.
- Experience in managing programs and strategic initiatives across multiple functions.
- Self-directed with the ability to multi-task and maintain attention to detail.
- Critical thinker with the ability to analyze information and provide sustainable solutions.
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Strong PowerPoint, Excel, SharePoint, and Word skills required.
Preferred qualifications, capabilities, and skills:
- Hands-on experience in data and reporting tools and automation like Alteryx, UIPath, Sigma, Qliksense, etc. would be advantages.
- Experience applying AI tools like Co-Pilot and LLM in daily work.