Job Summary / IntroductionTo manage large account portfolios and client relationships for assigned portfolio in the Family Groups & Conglomerates segment; improve service quality levels and client interactions to ensure that the objectives are constantly met, while maintaining client satisfaction and portfolio credit quality.
High collaboration required internally and externally, with local and international client outreach (includes meetings in different time zones and tight deadline submissions).
A highly engaged person who can support with management of internal processes to ensure approvals are sought in a short time span.
Key Responsibilities
- * Support in the day-to-day administrative and transactional activities such as client calls, payment processing, documentation follow up, account openings, updating pipeline, and any other activities in the unit/team.
- Manage and follow up on KYC and compliance requirements in order to ensure consistency with the Bank’s KYC and AML policies and regulatory requirements.
- Provide operational and administrative support for client accounts, ensuring all banking products and services are delivered accurately and on time.
- Coordinate the full process of client transactions, including documentation review, following up on approvals, and ensuring smooth execution with internal teams.
- Maintain the credit quality of the client relationships within the Portfolio to an acceptable level set by the Bank’s management.
- Ensure all clients’ files /documents are maintained.
- Maintain a satisfactory audit on the portfolio
- Develop Term Sheet, Information Memorandum, mandate letter etc.
- Ensure that all internal processes for existing portfolio and NTBs are met in line with the Bank’s policies & procedures.
- Adhere to process KPI’s and, ORM, BCP & Internal Audit requirements
- Learning & Development – Attend appropriate on and off-the-job training programs.
- Support the relationship managers to originate new business opportunities with target clients across banking products.
- Support the team to Achieve team’s financial performance targets.
- Ensure all credit reviews are submitted on time and agreed conditions are met.
- Follow all relevant policies, processes, standard operating procedures, and instructions so that work is carried out 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.
- Manage NTB bookings, and assist the Director with relationship management
- Functions 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 related discipline.
- Knowledge of the banking sector, and FAB’s products and business strategies
- Ability to work under pressure and adjust quickly to changing priorities
- Computer proficiency
- Ability to analyze and research information
- Banking software systems proficiency
- Data analysis and financial modelling skills
- Credit analysis and FOREX skills
- Communication skills
- 5+ years of relevant experience in investment / corporate banking (coverage).
