1. Business Management and Strategic Execution
- Act as a business management partner to senior leaders across the International Client Group, helping translate strategic priorities into clear plans, actions, reporting and measurable outcomes.
- Own and maintain the International Client Group operating rhythm, including business reviews, KPI tracking, leadership meeting preparation, action follow-up and progress reporting.
- Lead the development, tracking and monitoring of business plans, KPIs and strategic initiatives, ensuring alignment with the group’s growth, retention, client experience and client defence priorities.
- Build a deep understanding of the international client book, pipeline, revenue drivers, retention risks, client segmentation and cross-sell opportunities.
- Provide insight and challenge to senior stakeholders by analysing activity, pipeline progression, retention trends, client engagement and business performance.
- Identify process gaps, inefficiencies and opportunities to improve the way the International Client Group operates across regions, teams and functions.
2. Management Information, Reporting and Insight
- Design, produce and continuously improve senior management dashboards, business performance packs and reporting frameworks for the International Client Group.
- Prepare high-quality reporting for senior leadership, quarterly business reviews, management committees, executive committees and relevant governance forums.
- Translate complex business, client and activity data into clear, concise insight for decision-making.
- Develop simplified reporting extracts and communication materials for wider team use, ensuring that key priorities, performance messages and actions are clearly understood.
- Work with CRM, pipeline, financial and client data to track progress against business objectives, client activity, cross-sell opportunities and relationship risks.
- Improve data quality, reporting consistency and management information standards across the team.
3. Board and Committee Reporting
- Coordinate and prepare submissions for relevant UK, Luxembourg, APAC and international forums, ensuring materials are accurate, timely and appropriately tailored for senior audiences.
- Own the coordination of International Client Group input into board, management committee and executive committee materials.
- Ensure consistency of messaging, data and narrative across board reports, QBR materials and senior stakeholder updates.
- Track actions arising from forums and ensure appropriate follow-up with stakeholders across the business.
4. Client Oversight, Client Audit and Client Defence
- Own and drive the ongoing client audit process, including planning, documentation, stakeholder coordination, follow-up actions and reporting of themes and outcomes.
- Coordinate client feedback, client risk indicators and service observations to identify improvement opportunities and relationship priorities.
- Support senior leaders in preparing for significant client reviews, strategic relationship discussions and retention planning.
- Develop reporting that highlights client risks, emerging themes, relationship trends and opportunities to improve client experience.
5. Cross-Functional Project Leadership
- Lead strategic and operational projects aligned to the International Client Group business plan.
- Establish project plans, milestones, ownership, risks, dependencies and reporting for key initiatives.
- Ensure projects are delivered with appropriate pace, accountability and stakeholder engagement.
- Escalate risks and blockers clearly, while proactively proposing solutions.
- Build an effective interface with the global project management office to ensure alignment of all activities alongside transfer of learnings and best practices.
6. Senior Stakeholder and Leadership Support
- Prepare senior-level presentations, briefing notes, meeting materials and decision papers for internal and external audiences.
- Support senior leaders with prioritisation, meeting preparation, follow-up, communication, stakeholder coordination and strategic project execution.
- Act as a trusted point of coordination across the International Client Group, helping ensure that priorities are visible, actions are tracked and deliverables are completed.
- Manage sensitive and confidential materials with discretion, judgement and professionalism.
- Build strong relationships with senior stakeholders across geographies and functions.
7. CRM, Client Data and Distribution Operations
- Use CRM and related data platforms to extract, analyse and interpret client activity, pipeline, opportunities, relationship coverage and business development metrics.
- Partner with distribution enablement, marketing and distribution to improve the quality, consistency and usefulness of CRM data across the International Client Group.
- Partner with stakeholders to ensure client activity, pipeline updates, cross-sell opportunities and client risk information are captured accurately.
- Develop reporting that helps senior leaders understand client coverage, engagement quality, sales activity, retention risks and growth opportunities.
- Support the development of more disciplined client knowledge, segmentation and opportunity identification processes.