Associate Director, Client Management Unit

Overview

Key Accountabilities

• Support senior relationship managers in managing and growing assigned client portfolios within the Financial Institutions Group.
• Act as a key point of contact for clients on day-to-day matters, ensuring timely responses and high service standards.
• Assist in identifying cross-sell and up-sell opportunities across banking products in collaboration with product partners.
• Maintain a strong understanding of client needs, strategies, and risk profiles.
• Assist in the origination and execution of new business opportunities across lending, transaction banking, treasury, and other relevant products.
• Support preparation of client pitches, proposals, information memorandums, term sheets, and internal approval documents.
• Contribute to revenue growth targets while maintaining portfolio quality and client satisfaction
• Support credit analysis, annual reviews, renewals, and ongoing monitoring of client exposures.
• Ensure compliance with internal credit policies, risk frameworks, and regulatory requirements.
• Assist in managing documentation, conditions precedent, and post-approval monitoring requirements.
• Conduct financial and industry analysis on clients and the broader financial institutions sector.
• Monitor market developments, regulatory changes, and competitive dynamics impacting client portfolios.
• Identify risks and opportunities arising from market or client-specific developments.
• Coordinate closely with product teams, credit, legal, compliance, operations, and risk functions to deliver seamless client solutions.
• Support senior bankers in managing internal processes to ensure efficient execution and delivery.
• Contribute to internal reporting, pipeline tracking, and management information requirements.
• Ensure full compliance with bank policies, procedures, and internal controls.
• Support implementation of governance standards across client management activities.
• Maintain accurate and up-to-date client records and documentation in internal systems.

Qualifications And Skills

• Bachelor’s degree in finance, Economics, Business Administration, or a related discipline.
• Typically 6–9 years of relevant experience in relationship management, corporate banking, or financial institutions coverage.
• Strong exposure to client management, credit processes, and banking products.
• Experience within a Financial Institutions Group or equivalent coverage model is preferred.
• Strong client relationship and stakeholder management skills
• Solid financial analysis and credit assessment capabilities
• Commercial awareness and business development mindset
• Strong communication and presentation skills
• Ability to manage multiple stakeholders and priorities
• High attention to detail with strong risk and control awareness