Job Purpose:
To efficiently manage bank’s corporate client portfolio, in turn achieving departmental targets and banks objectives
Accountabilities:
a) New business:
- Network to capture new business of various clients.
- Prepare credit analysis reports of new clients prior to verification
- Recommend prospective clients to management committee.
- Effectively present new products to clients for enhanced revenue generation.
b) Revenues & targets:
- Plan activities to achieve targets
- Develop and implement best practices in client management
- Develop approaches to revenue generation
c) Portfolio management:
- Review and restructure client portfolios to maintain compliance with model portfolios.
- Assess client needs and risk tolerance of the portfolio
- Recommend appropriate asset allocation
- Prepare presentations for clients and review performance results.
- Cross-sell services of other departments (credit cards, international banking)
- Verify portfolio contracts in conjunction with legal.
d) Reports:
- Report on portfolio performance
- Recommend resolutions of client management, issues and closures.
Generic Accountabilities:
e) People management
- Manage, motivate and develop individual employees and the team in line with GB people policies & practices
- Communicate operational procedure
f) Corporate governance & compliance
Work fully within:
- risk policies and procedures
- all compliance regulations
Communication and Working Relationships:
a) Subordinates
Direct : As assigned
Indirect : None
b) Relationships
Internal : All Corporate Teams, Risk Management, Remedial, Treasury and Consumer
External : GB Clients, Corporate Clients
Job Dimensions:
a) Financial: Portfolio Size (above 50 million) and Profitability vs. projected figures; P&L responsibility
b) Other: Number of Corporate Clients managed; number of new portfolios
Key Performance Indicators:
- Number of new clients or business development opportunities
- Achievement of targets
- Effective plans and program to generate revenue
- Effective client management
- Profitable portfolio
- High quality of legal contracts
- Compliance with operational procedures and instructions, risk policies.
Job Details
| Date Posted: | 2016-09-05 |
| Job Location: | Kuwait |
| Job Role: | Accounting/Banking/Finance |
| Company Industry: | Banking |
Preferred Candidate
| Career Level: | Mid Career |
| Nationality: | Kuwait |
| Degree: | Bachelor's degree |
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