Associate Director, Family Group and Diversified Conglomerates
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Key skills for this role
About the Role
Join the UAE s largest bank and one of the world s largest and safest financial institutions. Our focus is to create value for our employees, customers, shareholders and communi.
Key Skills for This Role
Responsibilities
- Support day to day administrative and transactional activities including client calls, payment processing, and account openings
- Manage and follow up on KYC and compliance requirements
- Provide operational support for client accounts and coordinate transaction processes
- Maintain credit quality of client relationships and ensure satisfactory audit
- Assist in preparing term sheets, information memoranda, and mandate letters
- Support relationship managers in originating new business opportunities
Requirements
- Experience in managing client relationships in banking
- Knowledge of KYC and AML policies
- Ability to handle tight deadlines and multiple time zones
Full Job Posting
Job Purpose
- To 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
Key Accountabilities
- Support in the day to day administrative and transactional activities such as client calls, payment processing, documentation follow up, account openings, updating pipeline.
- Manage and follow up on KYC and compliance requirements.
- Provide operational and administrative support for client accounts.
- Coordinate the full process of client transactions, including documentation review, following up on approvals.
- Maintain the credit quality of the client relationships within the Portfolio.
- 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.
- Adhere to process KPIs and ORM, BCP & Internal Audit requirements.
- Attend appropriate on and off the job training programs.
- Support the relationship managers to originate new business opportunities.
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