Associate Director, Coverage France

JOB SUMMARY / INTRODUCTION

To provide critical support to business origination activities for the WBG & IB Clients and prospects for Continental Europe, to include market research, RaRoc/ Profitability analysis client prospecting analysis, credit and KYC screening, preparation of marketing materials and briefings, day to day portfolio management and new deal execution.

This will be a secondary client facing role with regular attendance at client meetings and involvement with follow up actions and credit process. From a developmental perspective the suitable candidate will be part of our core succession planning with an objective to develop into a primary RM over time.

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KEY RESPONSIBILITIES

Client Relationship Management

• Assist the Relationship Manager to manage the Bank’s relationship with customers within their assigned portfolio.
• Assist RMs to prepare annual review of credit facilities and work on new requests for credit facilities.
• Preparation of client meeting briefings.
• Preparation of marketing support materials.
• Attendance at client meetings and preparation of associated call reports.
• Co-ordination of follow up actions including regarding pipeline, annual reviews and CAC.
• Transaction execution in close cooperation with the key internal stakeholders and the client.
• Maintaining of customer files and miscellaneous records compliant with FAB policies and procedures.
• Devise and manage annual client call programme / timely visits.
• Market Research / Industry Analysis – supporting both existing and prospective clients / geographies.
• Undertake credit screen in relation to client prospecting.

Day-to-Day Activities

• 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.
• Attend to client queries, ensuring all queries are responded to in a timely and professional manner and in keeping with established service standards.
• Assist the RMs with miscellaneous administration of the client portfolio ensuring all documentation and customer files are maintained in accordance with FAB’s policies and procedures.
• Day to day portfolio management, transaction monitoring and support.
• Administrative duties to support the team and client base such as client calls, documentation follow up, updating pipeline, and any other activities in the team to ensure continuity of work and high-quality outputs.
• Support improvement of the relevant customer service / customer satisfaction outcomes for the portfolios.

Credit Approval

• Support in preparation of annual credit review and new credit proposal including CAC.
• Collect and analyse financial statements - assist with preparation of detailed credit submissions, including identification of key risks and mitigants.

Internal Collaboration

• Develops a close working relationship with all departments including Product partners (Debt Markets, Global Transaction Services, Islamic Banking, Corporate Finance, and Treasury & Global Markets Group).

Policies, Systems, Processes, and Procedures

• Follow all relevant policies, processes, standard operating procedures, and instructions so that work is carried out in a controlled and consistent manner.

MIS and Reports

• Assist in the preparation of timely and accurate statements and reports (including pipeline) to meet the unit’s requirements, policies, and standards.

REQUIREMENTS / QUALIFICATIONS

• Bachelor’s degree in Finance or related discipline.
• Preferably at least 1-2 years of work experience in banking in a client-facing role or in another relevant sector.
• Knowledge of the banking sector, understanding of products, and business strategies.
• Strong organisational / time management skills and ability to work under pressure.
• Computer proficiency and use of Excel, Word and PowerPoint.
• Ability to analyze and research information.
• Credit analysis skills with a good understanding of financial statements and their assessment.
• The ability to work as part of a team or independently. xuezdbg
• Strong written / verbal communication skills.
• An open-minded approach, willingness to learn on the job.