Lead the development and execution of strategic client plans (together with the core CST) and manage and drive the implementation of client plans.
Conduct research on clients, their business, operations and performance, as well as trends in their specific industries at the request of the Managers: Client Coverage
Compile and analyse information regarding sales activity and business pipeline.
Interact and liaise with clients with the purpose of providing or requesting information, to assist in the deal execution and/or gathering critical information for the bank.
Ensure that the client information is updated in all the relevant information systems, and when out-dated, liaise with clients to gather the updated information.
Compile and analyse reports on client profitability, product profitability and provide input to the budget planning and performance management process.
Support Managers: Client Coverage in the credit process including credit applications, PCC (paper preparation), excess management, and compliance related issues to achieve zero write-off of debt, zero operational loss issues and other relevant workflows between credit and coverage.
Ongoing review of client base for potential High Risk clients.
Develop and prepare credit paper for submission to the Product Credit Committee (PCC) in conjunction with the Manager: Client Coverage.
Develop and prepare appropriate documentation to complete annual credit review in conjunction with the Manager: Client Coverage.
Act as escalation point for any identified risks to Manager: Client Coverage.
Desired Skills and Experience
Bachelor’s degree in business or business related field.
A post graduate business degree will be considered an advantage.
1 to 2 years in the Banking, Financial Services or Business Consulting.
Experience in conducting research and analytics, supported by strong computer proficiency skills.
Fluency in English and Portuguese