Manager- Privileged Client Banking

Job Purpose:

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

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