Client Portfolio Manager

To assist line manager in managing client accounts, client portfolios and client relationships for assigned portfolio; improve service quality levels and undertake day-to-day activities and client interactions to ensure that the team’s objectives are constantly met, while maintaining client satisfaction. To assist in special projects that may be required to be completed from time to time

Key Accountabilities:

• Participate in the financial analysis conducted on clients and their respective industries/ markets to identify potential opportunities and risks
• Provide continuous support to clients in order to satisfy their daily transactional requirements, enquiries, and documentation needs.
• Follow-up with other sub-departments/ departments on credit/ facility requests to ensure clients’ requests are met on-time.
• Assist the Executive Directors and Directors in making calls to clients and following up with them on the services provided by FAB and any other requirements as directed by the line manager or Business Head.
• Assist the line manager and/or RMs in the day-to-day administrative and transactional activities such as client calls, documentation follow up, updating pipeline, clearing cheques on all days that the UAE CB is functioning and any other activities in the unit/team to ensure continuity of work and the delivery of effective and high quality outputs
• Attend the referrals from all internal departments including but not limited to Trade, operations, CAD, Credit, customer service, branches, clearing etc.
• Assist in the preparation of timely and accurate statements and reports to meet the unit’s requirements, policies, and standards.

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Requirements

• Bachelor’s degree in Finance or related discipline.
• Master’s degree in Business Administration is preferred.

Knowledge, Skills, and Attributes:

• Knowledge of the banking sector, and FAB’s products and business strategies
• Ability to work under pressure and adjust quickly to changing priorities
• Computer proficiency (esp. Excel and PowerPoint)
• Ability to analyse and research information
• Banking software systems proficiency
• Data analysis and financial modelling skills
• Credit analysis and FOREX skills
• Communication skills

Minimum Experience

0 – 2 years of experience in banking or a similar area