Assistant Relationship Manager

Job Summary

The ARM provides direct sales support to the Senior Banker/Banker to originate new business and in partnership with the Senior Banker/Banker is jointly accountable for client revenues/profitability. 

Job Responsibilities

 •    Proactive assistance to the Senior Banker/Banker with support on new business origination activities i.e. client research, pitch books, industry leads etc; including coordination with network and product.
•    Client analysis, reporting on post origination activities; client meeting documentation.
•    Support Senior Banker/Banker on sales discipline requirements i.e. Account Planning process; pipeline maintenance; client call reports; preparation of deal approval submissions. 
•    New transactions: deal execution support, document negotiation for commercial and risk T&Cs, incl. managing any client escalations, to enable Client Management team to complete execution with functions and client, coordination with Product Sales and Client Management team on documentation matters and deal drawdown. 
•    Proactive management of portfolio including client and product partner engagement to ensure limit utilization
•    Provide direct sales support to the Senior Banker/Banker on all origination activities for the assigned ARM client portfolio:
•    In partnership with the Senior Banker/Banker the ARM is jointly accountable for client revenues/profitability through the provision of origination support including:
•    Proactive assistance to the Senior Banker/Banker with transactional support on client research and meeting preparation/documentation i.e. pitch book preparation, research into industry trends etc; coordinating with product and other key stakeholders across the network to ensure client materials are of the highest quality and client focused
•    The Senior Banker/Banker is responsible for the overall Client Account Plan/ Client Strategy. The ARM is responsible for supporting the Senior Banker/Banker in the Account Planning (client strategy) process and is responsible for providing support with executing the account plan deliverable/ client strategy.
•    In partnership with the Banker, participate in conversations with clients to understand their needs and discuss the needs based account strategy and related opportunities, transactions, pricing issues etc
•    Understand and be able to articulate the overall strategy for each client
•    Support the Senior Banker/Banker through on-going client engagement and vigilant monitoring of client performance with a deep understanding of the client’s overall industry business, performance and outlook.
•    Support the Senior Banker/Banker with the proactive engagement and management of internal deal teams (all relevant product and functional partners) for complex transactions.  Ensure all sensitive deal information is managed and treated confidentially

Job Requirements

•    Bachelor degree in Banking, Economics, Finance or Accounting preferred.
•    Ideally 5+ years experience in banking 
•    Risk & AML certified as stipulated by Bank policy 
•    Languages: Business English