Director - Bid & Proposal Management - Banking

Role Responsibilities :

As part of the Transaction Banking (TB) award-winning Global Collateral and Content Management Team, the Director- Bid and Content Manager, will partner with the Sales/RMs/stakeholder communities to drive and deliver responses to strategic proposals and general pre-mandate questions across all client segments within TB, covering both new and retention of existing business. Using the proposal management best practice framework, the Director- Bid and Content Manager, will manage the process straddling all teams within a proposal lifecycle - across geographies and time zones - to ensure the client's deadline is met, while maintaining the highest quality output. This role is shift-based and will support European time zone as well as provide turnaround enhancements and optimsiation for RFP capacity in Asian/AME time zone

The Global Collateral and Content Management is a strategic unit that provides a centre of excellent across the Transaction Banking group, and a core unit within the broader CCIB business.

RESPONSIBILITIES :

You will :

- Partner with RMs, TB Sales and other subject matter experts to deliver high quality proposals/presentations and drive deal wins

- Work with deal owners and subject matter experts to customise and present the most compelling solutions to meet the dynamic needs of clients - enhance/create value propositions to bring out key points that meet the client's objectives and revise client responses to provide accuracy, full coverage and clarity

- Clearly articulate our competitive differentiators and key strengths to meet the client's objectives,ncluding but not limited to editing and proofreading for accuracy and completeness

- Co-ordinate deal calls and facilitate discussions on open items, sharing knowledge and client experiences with the deal team

- Collaborate with global, regional and local counterparts on RFPs, manage priorities to drive efficient and effective RFP preparation process including turnaround time, escalating issues on a timely basis

- Update all deal trackers and RFP calendar promptly and accurately of both in-flight and completed proposal including post deal client feedback

- Together with Business Management team, prepare and review business management reporting and identify insights and trends

- Be an integral part of the Global Collateral and Content Management Team and a subject matter expert to ensure timely and accurate update of new and existing responses and content from past RFPs submissions and other client specific collaterals, including diagrams, tables and charts, in the content database (Loopio/Seismic) refresh on an ongoing basis

- Champion brand standards and guidelines for TB, promoting application of best practices on all deliverables (including templates, toolkits, and proposals) to drive consistency and in line with the Bank's brand, style guide/editorial, and compliance standards

- Leverage the best in industry new technology platforms to ensure superior results, contributing to the development of new and improved processes and workflow

- Actively keeping abreast of market trends, competitive intelligence, and industry best practices

- Drive and support strategic initiatives working closely with CCIB, TB and other stakeholders to improve productivity and efficiency across process improvements for key stakeholders

- Lead, manage, train and mentor members in the team, ensuring team's standard operating procedures are understood, embraced and best practices adopted.

- Involve in RFP and bid resource allocation, responsible for managing the proposal review process prior to submission, continually identify, review and implement process improvements.

- Work in a group dynamic, and actively participate on any given project as the position evolves and as assigned by the line manager

- Take initiative and bring innovative ideas to the table

Regulatory & Business Conduct :

- Display exemplary conduct and live by the Group's Values and Code of Conduct.

- Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct.

Key stakeholders :

- Transaction Banking Sales

- CCIB Relationship Managers

- Transaction Banking Product

- Transaction Banking Business Management

- CCIB Business Development

- Other stakeholders within the Group

Other Responsibilities :

- Accountability for driving the deal team in clearly articulating competitive transaction banking solutions in a client centric manner

- Accountability for ensuring effective interaction between teams across different geographies

- Accountability for driving centre of excellence in content and bid management

- Drive consistency and brand standards across all proposals globally

- Understand risk issues and incorporate appropriate solutions within proposals

QUALIFICATIONS :

TRAINING, LICENSES, MEMBERSHIPS AND CERTIFICATIONS

Our Ideal Candidate :

- Good knowledge of banking/ transaction banking

- Excellent project management skills, including high attention to detail and facilitation experience

- Excellent English verbal and written communications - writing, editing, proofreading skills, including persuasive writing techniques

- Proven capacity to effectively manage complex proposal development processes, as well as manage and mentor staff with various levels of skills and experience

- Track record of successfully delivering multiple projects on time

- Ability to work flexi hours as required to support EU time zone.

- Committed team player with willingness to be hands-on

- Client focus/stakeholder management

- Problem solving capabilities and commercial mindset

- Knowledge of Transaction Banking products a plus

- A degree holder, preferably in Economics, Finance, Business or Marketing

- Minimum of 15+ years of relevant experience in the industry, including demonstrated success in an appropriate role

- APMP certification would be an advantage

Technical :

- Advanced experience in MS Office Suite (in particular MS Word, MS PowerPoint and MS Excel)

- Loopio/proposal writing system experience will be an advantage

ROLE SPECIFIC TECHNICAL SKILLS AND COMPETENCIES AND PROFICIENCY LEVELS :

- Technical Competency Name: Proficiency Levels

- Example: Data Science

- Writing skills Expert

- Communications Advanced

- Addressing Customer Needs Core

- Sales Proposals and Presentations Expe