Director, Privileged Client Banking

Client and Market Analysis

• Conduct financial analysis on clients and their respective geographies/ industries/ markets to identify potential opportunities and risks
• Onboard new clients as and when required

Business Origination

• Originate new business opportunities with target clients across banking products and inline with relevant policies
• Obtain support from relevant stakeholders and governance forums to close deals (e.g., credit, products, GT)
• Develop Term Sheet, Information Memorandum, Mandate letter….etc.
• Examine & resolve credit, market and operational risk aspects of the transactions in collaboration with products and enablement units
• Maintain the credit quality of the clients relationships within the Portfolio to an acceptable level set by the Bank’s management
• Pitch, review, negotiate and conclude deals

Client Relationship Management

• Prepare and Maintain Account Plans for all clients with support from relevant partners (e.g., products, international banking, consumer banking, Asset Management, etc.)
• Organize client meetings with relevant partners/ seniority to deepen FAB relationship within the portfolio
• Identify & develop cross selling opportunities and increase cross-sell ratio and returns with clients
• 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

• Align with other PCG teams as well as GTB, GM, and GCF product partners to identify and convert opportunities
• Align with International banking to support client in FAB network locations
• Collaborate with other business divisions to drive cross-BU collaboration
• 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
• Conduct 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 client calls, 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
• Achieve individual financial performance targets
• Learning & Development – Attend appropriate on and off-the-job training programs to develop skills and upgrade knowledge

Minimum Qualification

• Bachelor’s degree in Finance or related discipline.
• Master’s degree in Business Administration is preferred.

Knowledge, Skills, and Attributes

• Deep Knowledge of Corporate and Investment Banking sector
• 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
• Deep Financial and credit analysis ability with an aptitude to identify opportunities and close business deals
• 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

• 8-10 years of experience in corporate and/or investment banking

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