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

Job Description

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 management, financial analysis, or a related field. 
• Experience supporting senior executives, coordinating strategic initiatives, monitoring business performance, and managing cross-functional priorities. 
• Strong exposure to fund management, wealth management, investment banking, or another regulated financial services environment. 
• Demonstrated experience preparing executive reports, Board materials, business plans, management presentations, and analytical papers. 
• Experience in project management, budgeting, strategic analysis, governance processes, or business development, with regional expansion exposure being an advantage. 

Required Skills and Competencies:

• Strategic and analytical capability – Strong business acumen, commercial judgement, critical thinking, research, problem-solving, and the ability to translate financial and operational data into actionable insights. 
• Execution and project management – Excellent planning, organization, prioritization, coordination, performance monitoring, and follow-through, with the ability to manage competing deadlines and deliver quality results under pressure. 
• Communication and stakeholder management – Strong written and verbal communication, executive report-writing, presentation, relationship management, and influencing skills, including the ability to challenge constructively and secure cooperation without relying solely on formal authority. 
• Technical and digital skills – Advanced proficiency in Microsoft Excel and PowerPoint, financial analysis, budgeting, business planning, and performance measurement. 
• Familiarity with business intelligence, data visualization, and management reporting tools is an advantage. 
• Personal attributes – High integrity, discretion, attention to detail, initiative, accountability, emotional intelligence, professional maturity, adaptability, resilience, and the ability to operate independently while maintaining a strategic, organization-wide perspective.