banking relationship manager

Emirates NBD

<div>
 <p>
  Responsibilities
 </p>
 <ul>
  <li>
   Monitoring closely the day-to-day work and solving the client&rsquo;s problems.
  </li>
  <li>
   Collection of necessary Legal documents and financial inquires needed to prepare the Credit Proposal Memos &ldquo;CPM&rsquo;s&rdquo;
  </li>
  <li>
   Coordinate with SMEs risk team in preparing Credit Proposal Memos &ldquo;CPM&rsquo;s&rdquo; presented for studying the proposed Facility Package and the associated Terms and Conditions that ensure all credit risks are addressed in the CPM.
  </li>
  <li>
   Follow up the implementation of the CPM till the assets are booked including fulfillment of all requested documents, collaterals, and conditions.
  </li>
  <li>
   Coordinate in preparation of CPMs and Ensuring that they are designed with the appropriate requested facility package and to ensure all credit risks are addressed in the CPM.
  </li>
  <li>
   Prospecting new business and enhancing existing relationships.
  </li>
  <li>
   Collection of all necessary documents of companies required by stakeholders (i.e. A/C opening, investigation team, risk team)
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  Knowledge, Skills, Experience
 </p>
 <ul>
  <li>
   Minimum 3-4 years of Experience in Business Banking
  </li>
  <li>
   Credit certified is a must
  </li>
  <li>
   Marketing Skills.
  </li>
  <li>
   Speed &amp; Accuracy
  </li>
  <li>
   Technical expertise.
  </li>
  <li>
   Interpersonal &amp; Communication Skills.
  </li>
 </ul>
 <p>
 </p>
</div>


Business Banking Relationship Manager

Trustmark

<div>Overview:
<div>
Provide a concierge delivery of financial services through a superior level of hands-on contact for the best customers of the bank. These clients are high-income earners or high-net-worth clients. This is accomplished through customized credit, deposit, investment, insurance, and fiduciary solutions in a team dynamic.</div><div></div><div><b><br>
This position may be filled as a Private Banking Relationship Manager</b> I,<b> II, or III. Additional responsibilities and qualifications apply.</b></div>
Responsibilities:
<ul><li>Coordinates entire credit approval process, including loan approval within lending authority for consumer and commercial relationships, including partnering with mortgage expert. Seek advice and guidance on complex credit requests</li><li>
Services a loan portfolio, including credit and collateral exceptions and past dues</li><li>
Work with partners to provide deposit solutions and other retail services to meet the needs of our clients</li><li>
Work with team to provide non-bank solutions to meet the clients needs: Planning, investments, insurance, and fiduciary services</li><li>
Coordinate the development of new private banking business and call on potential or existing customers to develop new business and promote company services and solutions.</li><li>
Maintain professional community relations, including leadership roles, to increase the bank&rsquo;s visibility and new business opportunities, and to further professional development.</li><li>
Provide financial and banking advice and counseling through a team approach to Trustmark&rsquo;s &ldquo;BEST&rdquo; clients.</li><li>
Perform additional duties as assigned.</li></ul><div><b>
Additional Responsibilities for Level II:</b></div><ul><li>
Cross-train, lead and develop team of associates to promote maximum productivity, engagement, succession planning and overall contribution to strategic organizational goals.</li></ul><div><b>
Additional Responsibilities for Level III:</b></div><ul><li>
Cross-train, lead and develop team of associates to promote maximum productivity, engagement, succession planning and overall contribution to strategic organizational goals.
</li><li>Coordinates entire credit approval process, including loan approval within lending authority for consumer and commercial relationships, including partnering with mortgage expert. Provide advice and guidance to subordinate officers on complex credit decisions.</li></ul>
Qualifications:<br>
<div></div><ul><li>
Four-year college education or equivalent work experience.</li><li>
5 years banking experience or related work experience to include previous lending experience</li><li>
Knowledgeable of Private Banking and the bank financial products and services</li><li>
Knowledge of deposit and loan products, as well as bank policy</li><li>
Knowledge of document preparation and new accounts systems</li><li>
Knowledge of negotiable instruments</li><li>
Complete understanding of the requirements of properly securing a loan</li><li>
Familiar with state and federal regulations and bank policies relating to credit</li><li>
Knowledge of sales principles</li><li>
Knowledge of Basic investment strategies implemented by High net worth clients</li><li>
Knowledge of Basic estate planning strategies implemented by High net worth clients</li><li>
Knowledge of Basic insurance strategies implemented by High net worth clients</li><li>
Superior judgment in making loan decisions
</li><li>Experience dealing with sophisticated clientele</li><li>
Experience in recognizing and handling troubled loans and problem customers</li><li>
Thorough knowledge and understanding of loan and deposit debits and credits</li><li>
Strong analytical ability</li><li>
Advanced interpersonal skills</li><li>
Must possess effective verbal and written communication skills</li><li>
Proven ability to build relationships</li><li>
Customer contact and sales and service skills</li><li>
Ability to work with others
</li><li>Ability to lead the work of others</li><li>
Prefer degree in Finance, Accounting, Insurance, Business, related field, or equivalent experience</li><li>
Bank branch work preferred</li><li>
Previous investment experience with 7, 63 or 66, and insurance licensure preferred</li></ul><div><b>
 Additional Qualfications for Level II:</b></div><ul><li>
7 years banking experience or related work experience to include previous lending experience</li></ul><div><b>
Additional Qualifications for Level III:</b></div><ul><li>
Minimum 10 years&rsquo; experience managing a Private Banking loan portfolio with a proven track record in sales ability/aptitude and business development
</li><li>Required 7, 63 or 66, and insurance licensure.</li><li>
Previous investment or trust experience while not required is considered beneficial.</li></ul><div>
Physical Requirements/Working Conditions: Must be able to sit for long periods of time and use computer keyboard and/or mouse, while viewing computer screens.</div><p><b>
 </b>Note: This is a brief description of this position and is not limited to those described herein. Management retains the right to add, delete or modify any of these responsibilities at any time during employment.</p></div><div></div>

Private Banking Relationship Manager I/II/III

<div>
 <p>
  <strong>
   Job Responsibilities:
  </strong>
 </p>
 <p>
  <br/>
 </p>
 <ul>
  <li>
   Grow customer portfolio size by deepening existing customer relationships.
  </li>
  <li>
   Prepare Sales plan concerning Priority banking clients in view of Bank strategy and goals.
  </li>
  <li>
   Retain existing valuable customers through focused relationship management activities.
  </li>
  <li>
   Provide Bank&rsquo;s advice on potential financial solutions based on customer risk profile and identified financial requirements.
  </li>
  <li>
   Resolve customer queries.
  </li>
  <li>
   Develop opportunities to increase the sales production and cross selling
  </li>
  <li>
   Maximize profitability.
  </li>
  <li>
   Prepare, and review all required reports and KYC forms to ensure that all transactions are adhered to the bank&rsquo;s policies and procedures.
  </li>
  <li>
   Ensure adherence to branch and regulator policies, recommendations, and Central Bank of Egypt regulations.
  </li>
  <li>
   Cross-sell and refer business to other business of the bank.
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Knowledge, Skills, Experience:
  </strong>
 </p>
 <p>
  <br/>
 </p>
 <ul>
  <li>
   Minimum 4 years of experience in Banking field.
  </li>
  <li>
   Proven experience in sales and business development skills with a focus in expanding market share &amp; build client relationships.
  </li>
  <li>
   Demonstrate good sales &amp; negotiation abilities to effectively promote bank&rsquo;s product and services.
  </li>
  <li>
   Solid knowledge of the banking sector, with a clear understanding of the market dynamics &amp; competitive positioning.
  </li>
 </ul>
 <p>
 </p>
</div>


Priority Banking Senior / Relationship Manager

Citi

<div><h2 class="jobSectionHeader"><b>Discover your future at Citi</b></h2>
<p>Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you&rsquo;ll have the opportunity to grow your career, give back to your community and make a real impact.</p>
<h2 class="jobSectionHeader"><b>Job Overview</b></h2>
<p>The Senior Relationship Manager is a senior-level position responsible for assisting clients in raising funds in the capital markets, as well as in providing strategic advisory services for mergers, acquisitions and other types of financial transactions in coordination with the Institutional Banking team. The Senior Relationship Manager also serves as an intermediary in trading for clients. The overall objective of this role is to act as a strategic advisor to our clients by formulating investment strategies and raising capital for clients.<br>
<br>
<b>Responsibilities:</b></p><ul><li>
Expand a portfolio of accounts with varying/complex financial needs with the objective of revenue growth and good credit quality in line with Citi&rsquo;s credit standards, policies and processes</li><li>
Identify customer needs and recommend solutions to address these needs, such as financing, streamlining of cash management operations, foreign currency solutions, etc.</li><li>
Cross-sell banking products, including cash management, trade finance, trade services, structured trade products, foreign exchange, commodities, fixed income, loans (including syndicated, bilateral) and capital market products</li><li>
Responsible for all credit aspects of the relationship including annual reviews, early problem recognition and remedial management</li><li>
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.</li><li>
Coordination with internal and external stakeholders to deliver Citi to the clients.</li></ul><p><b><br>
Qualifications:</b></p><ul><li>
10-12 years of experience</li><li>
Comprehensive knowledge of credit analytics and financial modelling</li><li>
Proven expertise in Risk assessment and valuation.</li><li>
Proven relationship management as a coverage banker.</li></ul><p><b><br>
Education:</b></p><ul><li>
Bachelor's degree/University degree or equivalent experience</li><li>
Master's degree preferred</li></ul><p></p><p><br>
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.</p><p></p><p>
-</p><p><b>
Job Family Group:
</b></p>Institutional Banking<p>
-</p><p><b>
Job Family:</b></p>
Corporate Banking<p>
-</p><p><b>
Time Type:</b></p>
Full time<p>
-</p><p><b>
Most Relevant Skills
</b></p>Please see the requirements listed above.<p>
-</p><p><b>
Other Relevant Skills
</b></p>For complementary skills, please see above and/or contact the recruiter.<p>
-</p><p><i>
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.</i></p><p></p><p><i>
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review </i><i>Accessibility at Citi</i><i>.</i><br>
<br>
<i>View Citi&rsquo;s </i><i>EEO Policy Statement</i><i> and the </i><i>Know Your Rights</i><i> poster.</i></p></div>

Corporate Banking - Senior Relationship Manager - Vice President

DBS Bank

Business FunctionInstitutional Banking Group provides corporate customers with a full range of commercial banking products and services, including cash management services, current accounts, time deposits, trade finance, working capital finance, term loans and foreign exchange. The Relationship Manager will be responsible for selling these products and services to existing and new customers.Job PurposeTo support Relationship Management teams in the following activities: * Preparation and submission of Credit Memo to CCG* Completion of documentation formalities in coordination with the client & CCU* Assisting RM in completing Legal & Valuation reports* Follow up of overdue for regularization* Client servicing in coordination with internal units.* Highlighting any early warning signs of the portfolio to the RMs* Manage the existing portfolio of all clients for the designated relationship teams as well as explore opportunities for cross sell of other transaction banking products and help the team in detecting early warning signals in their portfolios.Key Accountabilities* To prepare accurate credit proposals in a consistent, concise and lucid manner.* To maintain close working relationship with Business Unit to ensure that IBG deliverables are met.* Need-based meeting with customers to understand business and attendant risks.* Cross sell of other products such as trade, cash and foreign exchange.* To monitor portfolio for irregularities/ excesses/ breaches/ delays.* Ensure all regulatory reporting & compliances are enforced. Work with the legal team to ensure recoveries & minimize bad debts & NPA’s. Also ensure assistance to external & internal audits.* Ensure customer retention & increase in wallet share by constantly monitoring customer satisfaction levels through detailed MIS & tracking of operations & complaints.* Control and quality of the portfolio, using available triggers and adherence to Risk management guidelines and policies.* Monitor levels of complaints and quality of handling.* Communicates all key messages to customers including agreed service standards, negotiated pricing, relationship team contact points (including introductions to new personnel) and new product changes.* Monitor and ensure adherence to risk service standardsJob Duties & Responsibilites* Preparing spreads which are consistent, error-free and in line with classification parameters used in DBS.* Providing concise and relevant financial analysis by clearly identifying risks.* Ensure reviews are completed prior to due date and are error free.* Interact and follow up with clients on required information and clarifications.* Adhere to the risk management guidelines of DBS, MAS and RBI.* Ensuring that irregularities/ excesses in the portfolio are kept within control.
<br><br>
Develop and maintain a detailed knowledge of industry sectors within the customer portfolio.* Control and manage the risk profile for the overall Team portfolio.* Manage performance against key financial (risk-adjusted contribution) sales, service and operational targets.* Develop Account Relationship Plans for customers in portfolio.Required Experience* Overall, 5-8 years of experience in sales / sales support activities.* 2 - 3 years of sales experience in business banking and/or cash management.* Proven sales track record in asset business in the SME/Business Banking segment.* Knowledge of competitors and marketplace* Market knowledge and experience in the Mid-market / SME segment, with reference to customer preferences and requirement would be preferableEducation / Preferred Qualifications An MBA or CA with relevant number of years of experience in banking and specifically in selling asset products in the Mid-Market Banking segment.Core Competencies * Good written and verbal communication skills* Good Analytical skills.* Self-driven and highly ambitious* Results-orientated & the ability to handle pressure* Relationship building & management skills* Understanding of competitor products* Comfortable with tight deadlinesTechnical Competencies * Sound understanding of asset products and associated technology platforms and operational procedures* Understanding of regulatory guidelines on banking policies issued by MAS/ RBI/SEBI (local regulations in India) and local laws and regulations that impact businesses in general. Understanding of KYC requirements & Anti-money Laundering Policies are critical.* Knowledge of financial markets, products & competitor offerings to assist in meaningful dialogue with clients Work Relationship * Close interaction with RMs / Branch Managers to ensure consistent on boarding of good quality customers and thereby assisting in delivery of Sales targets.* Close interaction with various stakeholders to ensure consistent and reliable service delivery to the customer.DBS India - Culture & BehaviorsDBS is committed to building a culture where all employees are valued, respected and their opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working, and opportunities to grow within an inclusive and diverse environment. Expected value driven behaviors are: * Demonstrate Business Performance through PRIDE 2.0 Value Based Propositions* Ensure Customer Focus by Delighting Customers & Reduce Complaints* Build Pride and Passion to Protect, Maintain and Enhance DBS’ Reputation* Enhance Self Knowledge, Skills and develop Competencies aimed at continuous improvement* Maintain the Highest Standards of Honesty and Integrity.

Senior Associate, Specialist, Credit Analysis, Middle Market, Institutional Banking Group

HSBC

<div></div><div><div><div><div><div><div><div><div><div><div>Job description
</div><div><p><b>Relationship Manager (UAE National role), Global Network Banking - 0000LTIH</b><br>
Some careers have more impact than others.<br>
If you&rsquo;re looking for a career where you can make a real impression, join HSBC and discover how valued you&rsquo;ll be.</p><div>
HSBC Corporate and Institutional Banking (CIB) is a markets-led, financing-focused business that provides investment and financial solutions. Through our international network, we connect emerging and mature markets, covering key growth areas. We partner with our corporate, government and institutional clients to help them achieve consistent, long-term performance. Our products and services include advisory, financing, prime services, research and analysis, securities services, trading and sales and transaction banking.<br>
We are seeking an ambitious individual to join the Global Network Banking, UAE team as a Relationship Manager to support the growing business and achieve divisional targets. The Relationship Management role provides dedicated relationship management to a portfolio of international corporate customers with accountability for sales, service, risk and operational delivery. This role will have internal and external stakeholders. Internal stakeholders may include Sales, Product Development, Risk &amp; Compliance teams. The remit may range from an area within a country or multiple countries.<br>
In this role, the key responsibilities will include:<br>
<ul><li>Focus on growing the business sustainably, by identifying opportunities to expand a portfolio and broadening client relationships by leveraging HSBC's extensive network</li><li>Drive revenue growth through understanding customer needs and by adopting a needs-based approach which engages clients and increases new business</li><li>Effectively manage work and support resources to increase quality and time of client visits opportunities</li><li>Collaborate with Group colleagues to deliver appropriate needs-based solutions for customers</li><li>Build a strong understanding of the client's business and industry to promote insights, enrich client conversations and deliver fair outcomes</li><li>Deepen understanding of the client through pro-active credit risk assessments and customer due diligence reviews</li><li>Confidently manage financial crime risk throughout the client lifecycle by identifying, assessing, accepting, monitoring, escalating and mitigating risk.</li><li>Ensure adherence to all applicable operational risk HSBC Standards and policies, reporting any breaches in accordance with local procedures</li><li>Keep abreast of developments, products and offerings from HSBC, competitors and market changes</li><li>Ensure prompt escalation or sharing of relevant information relating to the client, so that members of the client coverage team can form and maintain a comprehensive understanding of the risks to HSBC by the client</li><li>Relationship Management role holders will be required to acquire knowledge of a product area and in some geographies may need to hold specific certificates or need membership of a regulatory body.</li><li>Drive new-to-bank acquisition, which will be a key measure of success</li></ul></div><br>
<p></p>
</div></div></div></div></div><div><div><div><div><div>Requirements<br>
</div><p></p><div><p>To be successful in the role, you should meet the following requirements:</p><ul><li>Strong experience in banking experience as a Relationship Manager or Associate Relationship Manager managing/supporting international subsidiaries or MNCs in the UAE.</li><li>Strong credit and financial analytical skills</li><li>Comprehensive knowledge of economic trends and regulatory environment</li><li>Knowledge of key international corridors driving growth in the UAE. Sector knowledge is a plus.</li><li>Strong organizational, analytical, negotiation, communication, teamwork and influencing skills</li><li>Extensive knowledge and proven sales success with the Bank&rsquo;s products and services, or equivalent</li><li>In-depth knowledge of regulations impacting the business and the lending and credit approval process</li><li>Strong understanding of Investment Banking products, with the ability to identify opportunities</li><li>Graduation degree is a must &ndash; to secure a UAE Visa and Work Permit</li></ul><p>
For further details and application information please visit our careers site, searching under reference number 0000LNE9.<br>
You&rsquo;ll achieve more at HSBC.<br>
HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.<br>
Issued by The Hong Kong and Shanghai Banking Corporation Limited.<br>
Management of Risk<br>
The jobholder will ensure the fair treatment of our customers is at the heart of everything we do, both personally and as an organisation, and promote an environment that supports diversity and reflects the HSBC brand.<br>
The jobholder will also continually reassess the operational risks associated with the role and inherent in the business, taking account of changing economic or market conditions, legal and regulatory requirements, operating procedures and practices, management restructurings, and the impact of new technology. This will be achieved by ensuring all actions take account of the likelihood of operational risk occurring. Also by addressing any areas of concern in conjunction with line management and/or the appropriate department.</p></div></div></div></div></div></div></div></div></div></div><p></p>

Relationship Manager, Global Network Banking (UAE National role)

<div><p><b>About ENBD<br>
</b></p><p></p><p>Emirates NBD is a market leader across the MENAT (Middle East, North Africa and T&uuml;rkiye) region with a presence in 13 countries, serving over 9 million customers. Emirates NBD is the leading financial services brand in the UAE with a Brand value of approximately USD 4 billion. We serve our customers and help them realise their financial objectives through a range of banking products and services including retail banking, corporate &amp; institutional banking, Islamic banking, investment banking, private banking, asset management, global markets and treasury, and brokerage operations. We are a key participant in the global digital banking industry, with 97% of all financial transactions and requests conducted outside of our branches. We also operate Liv, the lifestyle digital bank by Emirates NBD. With over half a million users, it continues to be the fastest-growing digital bank in the region.<br>
</p><p></p><p><b>Job Overview:<br>
</b></p><p></p><p>As a <b>Relationship Manager &ndash; </b>your role is multi-faceted and dynamic. You will spearhead the acquisition of new client relationships within this segment while nurturing and expanding existing ones. Your objectives include meeting revenue targets across Assets, Liabilities, Investments, and Insurance, ensuring exceptional service standards and maximizing client satisfaction. Furthermore, you will uphold strict compliance with UAE Central Bank regulations and anti-money laundering protocols.
<br>
<br>
In this role, you will be responsible for portfolios and serving salaried individuals, earning a specific salary range. This role presents an exciting opportunity to excel in relationship management within our esteemed banking environment.<br>
</p><p></p><p><b>Key Responsibilities:<br>
</b></p><p></p><ul><li>Serve as the primary point of contact for Priority Banking customers, nurturing relationships and actively supporting business development through client acquisition, account management and collaboration with Product Specialist.
</li><li>Demonstrate expertise in Priority Banking offerings, serving as a trusted advisor to clients, while actively cross-selling products and marketing new services to increase share of wallet.
</li><li>Adhere to operational, sales and anti-mis-selling policies, maintain compliance, KYC and clients profiles, assess risk tolerance, uphold confidentiality, document meetings and promptly report suspicious transactions.
</li><li>Monitor and exceed client satisfaction, cross-sell bank services and stay updated on market trends and maintain open communication as a valuable team player.
</li>Pursue self-development through identifying and communicating training needs promptly to the Unit manager for improvement.<br>
<li>
</li></ul><p></p><p><b>Skills and Experience:
</b></p><ul><li>University Degree in Business or Finance.
</li><li>1 to 3 years in a sales role within the Financial services/Banking industry.
</li><li>Experience across a wide range of Banking areas, e.g. Retail and Wealth Management.
</li><li>Fluency in English, while knowledge of regional languages is an advantage.
</li>Excellent communication and presentation skills. Interpersonal skills are essential for this role.<br>
<li>
</li></ul><p></p><p><b>There&rsquo;s never been a better time to join Emirates NBD.
</b></p><p>We&rsquo;re one of the region&rsquo;s most recognizable brands. We&rsquo;re banking innovation leaders. We&rsquo;re growing across both the UAE and our global offices. We offer a huge range of professional development opportunities to accelerate your career. It also goes without saying that we provide extremely competitive rewards, benefits and perks too, like our flexible work policy so you can work from home whenever it suits.<br>
</p><p></p><p>At ENBD, we encourage interested candidates to review the key responsibilities and qualifications for each role and apply for positions that match their skills and capabilities.
</p><p>#LI-LA1</p></div>

Relationship Manager - Priority Banking | Dubai

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