About the Role
To manage and grow large account portfolios and client relationships for an assigned portfolio in the Data Centers, Tech & IT segment. The goal is to improve service quality levels and supervise the subordinates’ day-to-day activities and client interactions to ensure that the objectives are constantly met and revenue targets achieved, while maintaining client satisfaction and portfolio credit quality. The role requires high collaboration, both internally and externally, with local and international client outreach, including meetings in different time zones and tight deadline submissions. A highly engaged person will drive the business and internal processes to ensure approvals are sought in a short time span.
Ready to apply for roles like this?
Unlock the company name and direct application link. Subscribers get instant access to fresh jobs across Dubai, Abu Dhabi and Riyadh, many with visa support.
Unlock employer & apply directly
Key Responsibilities
- Participate in financial analysis on clients and their respective industries/markets to identify potential opportunities and risks.
- Originate new business opportunities with target clients across banking products.
- Develop Term Sheet, Information Memorandum, mandate letter, etc.
- Examine & resolve credit, market, and operational risk aspects of transactions in collaboration with products and enablement units.
- Pitch, review, negotiate, and conclude deals.
- Maintain the credit quality of client relationships within the portfolio to an acceptable level set by management.
- Achieve individual and team financial performance targets.
- Identify & develop cross-selling opportunities and increase the cross-sell ratio with key clients.
- Ensure Account Plans are prepared and maintained for all key clients.
- Maintain all clients’ files/documents.
- Ensure all credit reviews are submitted on time and agreed conditions are met.
- Maintain a satisfactory audit on the portfolio.
- Attend appropriate on and off-the-job training programs for learning & development.
- Ensure that all internal processes for the existing portfolio and new transactions are met in line with policies & procedures.
- Adhere to process KPI’s and ORM, BCP & Internal Audit requirements.
- Assist the Executive Director/Line Manager in day-to-day administrative and transactional activities such as client calls, payment processing, documentation follow-up, account openings, updating the pipeline, and ensuring continuity of work and effective high-quality outputs.
- Manage and follow up on KYC and compliance requirements to ensure consistency with KYC and AML policies and regulatory requirements.
- Follow all relevant policies, processes, standard operating procedures, and instructions to carry out work in a controlled and consistent manner.
- Assist in the preparation of timely and accurate statements and reports to meet the unit’s requirements, policies, and standards.
- Maximize portfolio returns by New-to-Bank bookings, growing existing relationships and conducting product cross-sell activities.
- Function within the framework and boundaries of Group policies as well as overall organizational and governance frameworks.
Requirements / Qualifications
- Bachelor’s degree in finance, Business Management, Engineering, or a related discipline.
- Knowledge of the banking sector and relevant products and business strategies.
- Ability to work under pressure and adjust quickly to changing priorities.
- Proficiency in computer skills.
- Ability to analyze and research information.
- Proficiency in banking software systems.
- Skills in data analysis and financial modeling.
- Skills in credit analysis and FOREX.
- Strong communication skills.
- 8-10 years of experience in corporate banking (coverage).
Preferred / Beneficial
- Master’s degree in business administration or finance is preferred.
