Manage and grow a portfolio of mid-corporate clients by identifying new business, delivering tailored banking solutions, and coordinating with internal teams. Drive revenue through relationship development, proposals, negotiations, risk-aware structuring, and regulatory-compliant execution. Build a South Wales network to acquire clients and deepen share of wallet while ensuring strong client outcomes and control frameworks.

Manage and grow HNW client relationships by providing tailored wealth management and regulated financial advice. Oversee portfolios, identify opportunities, manage risk and compliance, coordinate specialists, and coach or lead team members to deliver excellent client outcomes and regulatory adherence.