Assistant Relationship Manager

Assistant Relationship Manager

To work in the CBD team assisting senior relationship managers of new corporate clients, business development in the target market and maintenance of existing corporate relationships. The JRM will assist in the day-to-day admin and credit-related tasks of the CBD team.

KEY ACCOUNTABILITIES & RESPONSIBILITIES

• Develop a relationship with clients and be the point of contact in the absence of Senior Relationship Managers (SRMs).
• Conducting basic credit reviews such as inputting information on Credit Proposals & basic Credit Memo updates. Inputting client’s financial information on the Bank’s systems.
• Assisting SRMs in managing credit admin tasks such as collating information from clients such as Insurance, Financial Information, KYC documentation etc.
• Ability to priorities and work to tight deadlines, assist other team members during peak hours.
• Referring any new clients to SRMs/HoC who require term financing, work capital financing, trade financing and Real Estate financing.
• Input data to maintain accurate records relating to the portfolio to ensure data quality/MI reporting remains robust.
• Assisting HoC in assigned projects/tasks
• Building relationships with other departments of HBL Bank UK
• Develop a relationship with other HBL’s global network jurisdictions.

Minimum qualifications:

• Excellent communication skills – Professional writing and speaking skills
• Understanding of Financial Statements - P&L, Balance Sheet & Cashflow.
• BA/BSc qualification

Experience, Skills & Competencies:

• Minimum 2 – 3 years’ experience in UK Retail/Commercial/Corporate Banking
• Experience in Customer Services
• Experience in credit analysis
• Strong MS Office, Excel & PowerPoint skills.

Conduct Rules

The incumbent is subject to the Individual Conduct Rules as outlined in the FCA Handbook COCON Section 2.

HBL Values

The incumbent must exemplify & abide by the HBL UK Values, Commitments & Behaviors:

• Integrity – Be Ethical & Fair
• Customer Centric – Deliver Great Experiences
• Value People – Respect, Empower, Appreciate
• Progressive – Innovate & Challenge
• Excellence – Be Your Best