Job Purpose:
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 day-to-day 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 day-to-day 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/Bank-wide 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 day-to-day 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 in-line 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 off-the-job training programs to develop skills and upgrade knowledge
#LI-MM2
Qualifications :
Minimum Qualification
- Bachelors degree in Finance or related discipline.
Knowledge Skills and Attributes:
- 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 Power-point)
Minimum Experience
- 3-5 years of experience in corporate and/or investment banking or in a similar function
Remote Work :
No
Employment Type :
Full-time
Job Purpose: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 day-to-day activities and client interactions to ensure that the teams objectives are constantly me...
Job Purpose:
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 day-to-day 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 day-to-day 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/Bank-wide 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 day-to-day 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 in-line 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 off-the-job training programs to develop skills and upgrade knowledge
#LI-MM2
Qualifications :
Minimum Qualification
- Bachelors degree in Finance or related discipline.
Knowledge Skills and Attributes:
- 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 Power-point)
Minimum Experience
- 3-5 years of experience in corporate and/or investment banking or in a similar function
Remote Work :
No
Employment Type :
Full-time
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