About the Role
The role involves managing and growing large account portfolios and client relationships within the Family Groups & Conglomerates segment. The aim is to improve service quality levels while supervising the day-to-day activities of subordinates and ensuring that objectives are met and revenue targets are achieved, all while maintaining client satisfaction and portfolio credit quality. This position requires high collaboration both internally and externally, with local and international client outreach that includes meetings in varying time zones and tight deadline submissions. The ideal candidate will be highly engaged, able to drive the business and internal processes to ensure rapid approvals.
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Responsibilities
Client and Market Analysis
- Participate in financial analysis of clients and their respective industries/markets to identify potential opportunities and risks.
Client Relationship Management
- Originate new business opportunities with target clients across banking products.
- Develop Term Sheets, Information Memorandums, mandate letters, etc.
- Examine and resolve credit, market, and operational risk aspects of transactions in collaboration with products and enablement units.
- Pitch, review, negotiate, and conclude deals.
- Maintain credit quality of client relationships within the portfolio to acceptable levels set by management.
- Achieve individual and team financial performance targets.
- Identify and develop cross-selling opportunities, increasing the cross-sell ratio with key clients.
- Ensure Account Plans are prepared and maintained for all key clients.
- Ensure all client files and documents are maintained.
- Ensure timely submission of credit reviews and that agreed conditions are met.
- Maintain a satisfactory audit on the portfolio.
- Attend appropriate on- and off-the-job training programs for learning and development.
- Ensure compliance with internal processes for existing portfolios and New to Bank (NTB) clients in line with company policies & procedures.
- Adhere to process KPIs, Operational Risk Management (ORM), Business Continuity Planning (BCP), and Internal Audit requirements.
Day-to-Day Activities
- Assist the Executive Director/Line Manager in day-to-day administrative and transactional tasks including client calls, payment processing, documentation follow-ups, account openings, updating the pipeline, and any other team activities to ensure continuity of work and delivery of high-quality outputs.
- Manage and follow up on Know Your Customer (KYC) and compliance requirements to ensure consistency with the company’s KYC and Anti-Money Laundering (AML) policies and regulatory requirements.
Policies, Systems, Processes, and Procedures
- Follow all relevant policies, processes, standard operating procedures, and instructions to maintain a controlled and consistent workflow.
MIS and Reports
- Assist in preparing timely and accurate statements and reports to meet unit requirements, policies, and standards.
Knowledge, Skills, and Attributes
- Knowledge of the banking sector and the products and business strategies employed.
- Ability to work under pressure and adapt quickly to changing priorities.
- Proficiency in computer software.
- Ability to analyze and research information effectively.
- Proficiency in banking software systems.
- Data analysis and financial modeling skills.
- Skills in credit analysis and foreign exchange (FOREX).
- Strong communication skills.
Qualifications
Minimum Qualification
- Bachelor’s degree in Finance, Business Management, Engineering, or a related discipline.
- A Master’s degree in Business Administration or Finance is preferred.
Minimum Experience
- 8-10 years of experience in investment or corporate banking (coverage).
