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 team’s 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 Bank’s policies & procedures.
- 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.
- 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 KPI’s and, ORM, BCP & Internal Audit requirements
- Prepare timely and accurate statements and reports to meet the unit’s 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
- Bachelor’s degree in Finance or related discipline.
- Basic Knowledge of Corporate and Investment Banking sector
- Basic Understanding of FAB’s 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
