Director, Client Management Unit

Job Purpose

Lead the management of account portfolios, including onboarding new clients and nurturing relationships within the client management unit. Enhance service quality, ensure consistent client engagement, meet team objectives, achieve revenue goals, and uphold portfolio credit standards.

Key Responsibilities

• Implement and oversee adherence to functional policies, systems, processes, and procedures to ensure compliance with legislative and procedural requirements while delivering high-quality and cost-efficient service.
• Engage in financial and market analysis of clients and their industries to uncover opportunities and identify risks.
• Generate new business prospects with targeted clients across various banking products where applicable.
• Collaborate with product and enablement teams to resolve credit, market, and operational risks related to transactions.
• Maintain portfolio credit quality at levels accepted by bank management.
• Spot and cultivate cross-selling opportunities to enhance product uptake among key clients.
• Ensure satisfactory portfolio audits and compliance with internal processes related to existing clients and new-to-bank (NTB) accounts in alignment with bank policies.
• Support ongoing team development through participation in relevant training programs.
• Review and interpret financial statements, management information systems (MIS), and reports to monitor budgetary performance.

Qualifications and Experience

• Bachelor's degree in finance or a related field.
• Between 5 to 10 years of experience in investment banking, specifically managing Financial Institutions Group (FIG) client relationships.
• Comprehensive knowledge of FIG client cases and familiarity with investment banking and wholesale banking products and services.
• Ability to work efficiently under pressure and quickly adapt to shifting priorities.
• Strong analytical and research capabilities.
• Proficiency with banking software systems and tools.
• Competence in data analysis and financial modeling.
• Effective written and verbal communication skills.