indeed
Specialist (UAE Nationals Only)
Standard Chartered Bank
Dubai, UAE
Full Time
Mid
1 weeks ago
Client Relationship ManagementAccount ManagementDocumentationCredit AnalysisRisk ManagementAnti Money Laundering
Free
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Client Relationship ManagementAccount ManagementDocumentation
About the Role
Standard Chartered Bank is seeking a Client Manager to deliver exceptional client account management in Dubai. The role involves supporting Relationship Managers, managing documentation, and ensuring client satisfaction.
Key Skills for This Role
Client Relationship ManagementAccount ManagementDocumentationCredit AnalysisRisk ManagementAnti Money Laundering
Responsibilities
- Provide direct support to the Relationship Manager by preparing Account Plans, client briefing notes, and input into client account forums
- Join client visits where appropriate and ensure client discussions are documented through call reports
- Review client profitability and identify opportunities to increase client utilisation of banking services
- Liaise with Implementation Management Office and Credit Analyst teams to ensure seamless client onboarding and ongoing credit monitoring
- Actively engage and collaborate with Clients, Relationship Managers and Product Partners to understand and respond to issues relating to ongoing account maintenance
- Partner effectively with Implementation Management Office, Credit Analysts, Legal, Compliance, Operations and Service teams to ensure client expectations are met or exceeded
- Ensure client account maintenance issues are resolved promptly and escalate matters to the Client Manager Team Lead or Head of Client Management where appropriate
- Coordinate and liaise with Financial Institution Account Managers to support network business opportunities
- Manage the end to end documentation negotiation process, including the use of documentation across the Bank's international network
- Ensure adherence to all internal and regulatory policies and regulations, including FATCA, credit policies, and BCA overdue procedures
Requirements
- Bachelor's degree in Banking, Finance or a related discipline is preferred
- Ideally 3 or more years of experience in banking, financial services or a related environment
- Risk Management and Anti Money Laundering (AML) certification as required by Bank policy
- English and/or local language skills as required by the country
Full Job Posting
Job Summary
- The Client Manager is the pivotal relationship in the Client Delivery team responsible for delivering exceptional client account management.
- The Client Manager is responsible for proactively managing the client account on all day to day maintenance activities to ensure the highest level of client service and relationship health.
- The Client Manager supports the Global Account Managers (GAMs), Regional Account Managers (RAMs) and Financial Institution Account Managers (FAMs) across an aligned client portfolio to ensure strong client delivery execution.
Key Responsibilities Business
- Provide direct support to the Relationship Manager (RM) by proactively helping to prepare Account Plans, client briefing notes for senior management discussions and providing input into Regional Client Account Forums (RCAF) and Global Client Account Forums (GCAF).
- Joining client visits where appropriate and ensuring client discussions are documented through call reports in the Bank's client management system.
- Reviewing client profitability and identifying opportunities to increase client utilisation of banking services.
- Liaising with Implementation Management Office (IMO) and Credit Analyst (CA) teams to ensure seamless client onboarding and ongoing credit monitoring.
- Actively engaging and collaborating with Clients, Relationship Managers (RMs) and Product Partners to understand and respond to issues relating to ongoing account maintenance, including highlighting unusual account utilisation patterns to coverage teams.
- Partnering effectively with the Implementation Management Office (IMO), Credit Analysts (CA), Legal, Compliance, Operations and Service teams to ensure client expectations are met or exceeded.
- Ensuring client account maintenance issues are resolved promptly and escalating matters to the Client Manager Team Lead or Head of Client Management where appropriate.
- Coordinating and liaising with Financial Institution Account Managers (FAMs) to support network business opportunities.
Client Relationship Management
- Demonstrate strong knowledge of client needs across the assigned portfolio and engage clients effectively while providing insights on market conditions and trends within the Bank's international network.
- Build trust and provide strong account management support to clients, including loan drawdowns and overseeing the resolution of client complaints, issues and escalations.
- Provide guidance to clients on documentation requirements, including credit documentation and account monitoring activities.
- Maintain strong client relationships through consistent and responsive support.
Documentation: Credit (Existing Facilities – Renewals and Amendments) & Other Do
- Manage the end to end documentation negotiation process, including the use of documentation across the Bank's international network, subject to required approvals from Legal, Product and Business teams.
- Engage and coordinate with Legal & Compliance, Credit, Implementation Management Office (IMO) and clients on standard documentation requirements, including Standard Terms and Conditions (T&Cs), Country specific documentation supplements, Banking Facility Letters, Master Credit Terms, Supplementary L
- Obtain approvals for any deviations from standard Terms & Conditions (T&Cs) from the relevant authorised approvers.
- Ensure document deficiencies are minimised, including items reflected in Documentation Deferrals and Waivers, and that outstanding issues are rectified in a timely manner.
- Follow through to ensure documentation is fully completed and liaise with the Implementation Management Office's Client Risk Centre (CRC) to validate that credit limits are accurately loaded and reflected in transaction processing systems.
Account Management & Portfolio Quality
- Manage maintenance activities across the assigned client portfolio, including reviewing overdue balances and excess account positions daily and ensuring they are regularised on time.
- Ensuring cash and cheque releases are completed within required timelines.
- Escalating exceptions to the Relationship Manager (RM) and Credit Analyst (CA).
- Acting as an escalation point for unsettled Foreign Exchange (FX) past due trades and failed trades, working closely with Operations teams.
- Supporting loan drawdowns, Cash Management services, Local Treasury Product (LTP) trades within Financial Institutions (FI) banking, and the release of Trade Finance offerings.
- Attending ASTAR review meetings where appropriate and participating in relevant business meetings, forums and committees.
- Leading or supporting key projects aimed at improving processes, tools and the client experience.
Processes
- Ensure adherence to all internal and regulatory policies and regulations, including Foreign Account Tax Compliance Act (FATCA) requirements, Credit policies, Banking Control Account (BCA) overdue procedures, and other applicable regulatory and internal requirements.
- Identify and escalate operational risks relating to the client portfolio to the Client Manager Team Lead or Head of Client Management.
- Recommend process improvements to resolve or mitigate identified risks.
- Work with Operations, Service Hub and Client Services teams to resolve operational issues and post transaction queries.
Risk Management
- Support the Relationship Manager (RM) in reviewing client account activity to ensure transactional activity aligns with expected business activity levels for the client.
- Develop a strong understanding of credit risk, including default risk and fraud risk.
- Ensure the quality of all Anti Money Laundering (AML) and credit documentation complies with Corporate, Commercial and Institutional Banking (CCIB) standards.
- Escalate operational risk concerns to the Head of Client Management, Client Manager Lead or Business Operational Risk Manager (BORM).
- Proactively ensure compliance with Bank policies and procedures and support the preparation of client files for audits and regulatory reviews.
Governance
- Assess the effectiveness of governance, oversight and control arrangements within the business and support improvements where required.
- Maintain awareness and understanding of the regulatory framework in which the Group operates, including the regulatory requirements relevant to the role.
- Support the delivery of effective governance and demonstrate the ability to challenge appropriately and work collaboratively with regulators when required.
Regulatory & Business Conduct
- Display exemplary conduct and live by the Group's Values and Code of Conduct.
- Take personal responsibility for maintaining the highest standards of ethics, regulatory compliance and business conduct across Standard Chartered Bank.
- Ensure compliance, both in letter and spirit, with all applicable laws, regulations, guidelines and the Group Code of Conduct.
- Identify, escalate, mitigate and resolve risk, conduct and compliance matters effectively and collaboratively.
- Exercise authorities delegated by the Board of Directors and act in accordance with the Bank's Articles of Association.
Qualifications
- Bachelor's degree in Banking, Finance or a related discipline is preferred.
- Ideally 3 or more years of experience in banking, financial services or a related environment.
- Risk Management and Anti Money Laundering (AML) certification as required by Bank policy for the Client Manager role.
- English and/or local language skills as required by the country.
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