Client Implementation Specialist

Role Description

Transactional FX is a high-profile joint venture between the Corporate Bank (CB) and Investment Bank (IB). Transactional FX team is responsible for delivering one of the fastest growing revenue streams in CB & IB by providing market leading FX workflow solutions to clients. Transactional FX leverages the firms position as a market leader in CB and offers variety of standard and bespoke FX solutions to solve for clients FX workflow needs.

Your key responsibilities

The role focuses on the end-to-end implementation process of TFX solutions on both the CB and the IB side of the setup. The implementation/project manager has full responsibility for the end-to-end execution of FX4Cash implementation deals for CB clients. The deals may include customized client business requirements, testing coordination, training/coaching (internally and externally) and the setup of highly technical products in multiple phases. In addition, support might need to be provided to other implementation responsibilities, e.g., client migration projects.

In addition to this, role requires candidate to be able to understand business economics and drive commercial initiatives, track business performance, run analytical models to find opportunities, perform product management & risk control activities.

The TFX Specialist role Relationship and Transaction Management (RTM) includes the following:

• Manages implementation pipelines and progress efficiently and effectively. At the same time, communicates and conducts regular status reviews/meetings and ensures that the implementation meets the agreed milestones and clients expectation.
• Manages migration projects incl communication with stakeholders.
• Establish, develop and cultivate relationships between the various stakeholders (implementations, support groups, sales, PSS)
• Identifies and manages/resolves potential issues and risks.
• Ability to effectively interface with people at multiple levels in the organization.
• Responsible that all task deliverables are met in a timely fashion.
• Create and manage project plans for high value deals
• Produce management reporting and performance tracking, business KPIs
• Ability to manage more than one project and multiple delivery dates at a time.
• Become the Center of Competence for Transactional FX.
• Give assistance and support on any question/queries on Implementation process.
• Work effectively in a matrix environment in a global organization.
• Comply with all DB policies and procedures

Key Interactions

Provide indicative list of key interactions that the role requires on a daily basis, including seniority (e.g., interactions with IT development teams, interactions with senior traders D & MD levels, interactions with sales teams, interactions with analysts / associates on trading desks etc.)

• Interactions with Regional business heads at MD level
• Interaction with CB product management function at D and VP level
• Interaction with CB product specialist function at D and VP level
• Interaction with Sales/Coverage at D and VP level

Your skills and experience

PERSON SPECIFICATION

Technical Skills:

• Analytical and process driven with structured work ethics
• Ability to understand complex technology structures to be able to understand various systems and set ups involved.
• Excellent office skills to include experience with MS Word, Excel, and PowerPoint
• Good conceptual grasp of FX payments, pricing and market terminology
• Knowledge of Corporate cash management and general correspondence banking.
• Knowledge and experience in analytical tools like Tableau would be added advantage.
• Experience in Implementation or operations would be added advantage.

Behavioral Skills: (e.g., communication skills)

• Strong English skills required. Ability to converse clearly with regional and global business managers.
• Strong customer orientation and service vision with sense of urgency
• Ability to work independently, as well as in a team environment, prioritizes multiple tasks, and meets strict deadlines.
• Excellent interpersonal, communication skills and problem-solving skills
• Experience of working in KPI-driven, performance-metric focused, timeliness and quality focused environment
• Strong organizational skills and high attention to detail