About the Role
This position is focused on supporting the relationship management team in managing client relationships for an assigned portfolio within the Corporate Banking segment. The role aims to enhance service quality levels and address clients’ day-to-day requirements. It requires high collaboration both internally and externally, including outreach to local and international clients, meetings across various time zones, and managing tight deadlines. The ideal candidate should be highly engaged and capable of driving business and internal processes to ensure timely approvals.
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Key Responsibilities
- Participate in the financial analysis conducted on clients and their respective industries/markets to identify potential opportunities and risks.
- Support relationship managers in originating new business opportunities with target clients across banking products.
- Provide operational and administrative support for client accounts, ensuring all banking products and services are delivered accurately and on time.
- Coordinate the complete process of client transactions, including documentation review, follow-ups on approvals, and ensuring smooth execution with internal teams.
- Maintain client relationships within the portfolio to an acceptable level set by management.
- Support the team in achieving its financial performance targets.
- Ensure that all clients’ files/documents are maintained properly.
- Guarantee that all credit reviews are submitted on time and that agreed conditions are satisfied.
- Maintain satisfactory audits on the portfolio.
- Engage in learning and development by attending appropriate training programs.
- Ensure that all internal processes for the existing portfolio and new target businesses (NTBs) align with policies and procedures.
- Adhere to process KPIs, Operational Risk Management (ORM), Business Continuity Planning (BCP), and Internal Audit requirements.
- Assist the team in day-to-day administrative and transactional activities such as client calls, payment processing, document follow-up, account openings, updating the pipeline, and other related activities for continuity and quality outputs.
- Manage and follow up on Know Your Customer (KYC) and compliance requirements to ensure consistency with KYC and Anti-Money Laundering (AML) policies and regulatory requirements.
- Follow relevant policies, processes, standard operating procedures, and instructions for controlled and consistent work.
- Assist in preparing timely and accurate statements and reports in accordance with unit requirements, policies, and standards.
- Operate within the framework of Group policies and overall organizational governance.
Requirements / Qualifications
- Bachelor’s degree in Finance, Business Management, Engineering, or a related discipline.
- Knowledge of the banking sector and products and business strategies.
- Ability to work under pressure and adapt quickly to changing priorities.
- Proficient in computer systems.
- Effective analytical and research skills.
- Proficient in banking software systems.
- Data analysis and financial modeling skills.
- Skills in credit analysis and foreign exchange (FOREX).
- Strong communication skills.
- A minimum of 5 years of experience in Corporate Coverage.
