To support the growth and maintenance of large account portfolios and sensitive client relationships for assigned portfolio in the PCG segment; improve service quality levels and drive the daytoday activities and client interactions to ensure that the teams objectives are constantly met while maintaining client satisfaction and portfolio credit quality.
Client and Market Analysis
- Onboard new clients as and when required
Business Origination
- Support development of Term Sheet Information Memorandum Mandate letter etc.
- Support the team when Pitching and Negotiating deals
Client Relationship Management
- Support client on their daytoday banking requirements with support from the other team members (as applicable)
- Ensure customer satisfaction remains high and meets the targeted NPS score
Collaboration
- Support collaboration within the PCG team with product teams international banking credit and other business divisions
- Support Unit/Divisional/Bankwide initiatives (as required or assigned)
Operational
- Follow all relevant policies processes standard operating procedures and instructions so that work is carried out in a controlled and consistent manner
- Support periodic reviews of risks (credit operational compliance etc.) within the portfolio on a regular basis
- Drive daytoday administrative and transactional activities such as documentation follow up pipeline updates and any other activities in the unit/team to ensure continuity of work and delivery of effective/high quality output
- Ensure that internal processes for existing portfolio/ NTBs are inline with the Banks policies & procedures.
- Manage and follow up on KYC and compliance requirements in order to ensure consistency with the Banks KYC and AML policies and regulatory requirements.
- Ensure all credit reviews are submitted on time and agreed conditions are met.
- Ensure all clients files /documents are maintained
- Maintain a satisfactory audit on the portfolio
- Adhere to process KPIs and ORM BCP & Internal Audit requirements
- Prepare timely and accurate statements and reports to meet the units requirements policies and standards
Leadership
- Act as Role Model for the peer group
- Learning & Development Attend appropriate on and offthejob training programs to develop skills and upgrade knowledge
Qualifications :
- Bachelors degree in Finance or related discipline.
- Basic Knowledge of Corporate and Investment Banking sector
- Basic Understanding of FABs product offering and business strategy
- Ability to collaborate with a wide range of stakeholders to drive business
- Strong relationship management skills both internally and externally
- Sound communication skills (written and verbal)
- Ability to analyze and research information
- Ability to analyze Financial statements and conduct basic credit analysis
- Strong Data analysis and financial modelling skills
- Ability to work under pressure and adjust quickly to changing priorities
- Proficient in MS Office (excel word and Powerpoint)
Minimum Experience
- 35 years of experience in corporate and/or investment banking or in a similar function
#LIFR1
Remote Work :
No
Employment Type :
Fulltime