Business Manager, I&M Capital at I&M Bank

Job Purpose:




• The Business Manager will support the Chief Executive Officer (CEO) in driving the firm's strategic agenda, enhancing executive effectiveness, and ensuring the effective coordination and execution of key business priorities.


• The role will translate strategic objectives into actionable plans, monitor business performance, coordinate cross functional initiatives, and provide timely, high-quality management information to support informed decision-making.


• Acting as a key link between the CEO and senior management, the Business Manager will promote organisational alignment, accountability, and timely implementation of agreed actions.


• The role will also support strategic projects, business growth opportunities, regional expansion, and operational improvement initiatives that contribute to the firm's competitiveness and sustainable growth.



Roles & Responsibilities


Key Responsibilities:


Strategic Planning and Execution:




• Support the development, refinement, and communication of the firm's strategic priorities, annual business plans, and performance objectives.


• Translate strategic priorities into actionable plans with defined milestones, deliverables, performance indicators, and accountability structures.


• Monitor the implementation of strategic initiatives, identify execution gaps and emerging risks, and recommend corrective actions.


• Prepare strategic progress reports and facilitate management reviews to assess performance against agreed objectives.



Board and Corporate Governance Support:




• Coordination, preparation and submission of Board papers, executive presentations, briefing notes, and supporting documentation.


• Support the CEO in preparing for Board meetings, committee meetings, and strategic planning sessions.


• Maintain records of key decisions, resolutions, and agreed actions, and ensure their implementation.


• Liaise with the Company Secretary and relevant governance personnel to ensure effective coordination, confidentiality, and adherence to established governance arrangements.



Management Information and Business Performance:




• Develop and maintain management reports, dashboards, and performance tracking tools for the CEO and senior management.


• Consolidate and analyse financial and operational information, including profitability, assets under management, business growth, budgets, client activity, and other relevant performance indicators.


• Identify performance trends, budget variances, risks, and opportunities for improvement.


• Collaborate with Finance, Investment Advisory, Operations, Risk, Compliance, and other functions to ensure accurate and timely reporting.


• Conduct financial analysis and scenario modelling to assess the commercial and operational implications of management decisions.



Executive Office Coordination:




• Coordinate the CEO's calendar, meetings, engagements, and business commitments in line with strategic priorities.


• Prepare agendas, briefing notes, presentations, and other materials required for executive engagements.


• Maintain an effective system for tracking decisions, deadlines, deliverables, and outstanding actions.


• Facilitate information flow to and from the CEO's office, ensuring that critical matters are prioritized, addressed, and escalated appropriately.


• Coordinate executive meetings, strategy workshops, and other corporate activities while maintaining appropriate records and confidentiality.



Cross-Functional Coordination and Stakeholder Management:




• Serve as a coordination point between the CEO and senior management across Investments, Finance, Operations, Risk, Compliance, Legal, Technology, Client Coverage, and other functions.


• Facilitate collaboration and alignment on corporate priorities, management decisions, and strategic initiatives.


• Monitor interdepartmental dependencies, follow up on commitments, and escalate delays or implementation challenges.


• Promote accountability, timely communication, and effective resolution of issues while respecting established reporting lines and functional responsibilities.



Special Projects and Strategic Initiatives:




• Provide analytical and project management support for CEO-sponsored initiatives and strategic assignments.


• Conduct research, financial assessments, business analysis, and scenario modelling to support commercial decisions.


• Coordinate project plans, budgets, timelines, deliverables, and progress reporting.


• Support business improvement, operational efficiency, client experience enhancement, product development, distribution expansion, and other growth opportunities.


• Prepare executive-level recommendations and decision papers outlining available options, risks, implications, and proposed actions.



Risk Management and Professional Standards:




• Maintain awareness of the regulatory, fiduciary, conduct, and reputational risks relevant to the wealth management business.


• Ensure compliance with internal policies, governance arrangements, confidentiality requirements, and applicable regulatory obligations.


• Escalate material risks, governance concerns, and execution challenges to the CEO.


• Work with Risk, Compliance, Legal, and other control functions on initiatives with relevant risk or regulatory implications.


• Uphold high standards of integrity, discretion, accuracy, and professionalism.



Academic Qualifications and Work Experience:




• A bachelor’s degree in Finance, Economics, Business Administration, Accounting, Management, Investment Management, or a related discipline.


• A postgraduate qualification or Chartered Institute of Securities and Investments (CISI) professional certification is an advantage.


• Approximately 7–10 years of relevant professional experience in financial services, corporate strategy, management consulting, business mana...