Join us as an Associate Banker within our Financial Institutions Group (FIG) in our Dubai office.
As an Associate Banker you will be a member of the FIG developing and maintaining relationships with a portfolio of banks. You will assist the Relationship Directors with product knowledge, sales research, and customer relationship development, research into solutions to meet customers’ needs using market and industry information and risk management for the portfolio.
As a Relationship Support Manager your main responsibilities will include:
Sales & Service: 75%
- Lead the on boarding process for new clients or new products to existing clients. Ensure that new/existing clients and products are set up on relevant systems.
- Work with KYC team to obtain all relevant KYC documentation. Complete all required KYC refreshes across the portfolios.
- Assist in Enhanced Due Diligence by performing new account screening, conducting analysis of existing account reviews, as well as other KYC/AML processes.
- Maintain our Salesforce records and pipeline. Generate and monitor leads and update leads on Salesforce.
- Provide day-to-day service provision for customers.
- Liaise with client service/support teams in Singapore, London and Frankfurt for servicing client queries
- Co-ordinate introduction to and from other areas of the Barclays Group where appropriate and monitor outcome.
- Prepare MI for internal stakeholders and team meetings
- Prepare client meetings presentations, engaging product specialists where appropriate.
- Prepare information for and attend customer meetings.
- Assist with development of, and revisions to the Client Relationship Plan.
- Work with Relationship Directors to identify potential new customers and maintain database of potential customers.
- Ensure a robust contact strategy is in place to improve or grow client satisfaction. Accurately handle, record and prevent customer complaints in line with our regulatory requirements and ensure great customer outcomes.
- Undertake annual client reviews and make recommendations to Relationship Directors for areas of improvement.
- Handle service queries from clients on deposit management
Deal Management and Support: 15%
- Co-ordinate the execution of certain transactions and implementation of certain products, including liaising with product specialists, internal support functions and other relevant advisors to ensure a good client experience with appropriate risk management practices.
- Ensure compliance with mandatory Risk policies and procedures relating to credit conformance and regulatory, operational, legal risk and Financial Crime.
- Demonstration of adherence to Barclays governance policies and controls.
Team working 10%
- Attend team meetings and contribute fully, including suggestions for ways of improving customer sales and service.
- Contribute to environment of mutual support by sharing knowledge with other team members.
Essential skills include:
- Knowledge of Corporate Banking product suite: Payments, Liquidity, FX, Lending, Trade & Working Capital
- Experience in Customer Due Diligence procedures, awareness of Financial Crime policy and procedures
- Knowledge of associated risks, compliance, KYC and management of same, Credit risk analysis skills
- Understanding client’s complex requirements and positioning products that meet the client’s requirements and are the right products
Desirable skills include:
- Knowledge or prior experience of Financial Institutions coverage or product role
- Excellent time-management, self-planning, and organisational skills as well as excellent presentation and communication skills, and IT Skills (Microsoft standard packages)
- Ability to build excellent client relationships & develop internal network relationships to deliver results
- Excellent written and verbal communication and the ability to build relationships and stakeholder management
You may be assessed on the key critical skills relevant for success in role such as risk and controls, change and transformation, business acumen strategic thinking and digital and technology, as well as job-specific technical skills.
Purpose of the role
To establish and nurture profitable partnerships with both corporate and individual clients. It's the bridge between the bank's offerings and clients' needs, ensuring mutual benefit and long-term success.
Accountabilities
- Management of client relationships to identify the clients financial goals, challenges, and risk tolerance to support the analysis of data obtained from various sources, including the investment portfolio and cash flow, to identify trends, insights, areas for improvement and additional services to support client needs.
- Research and understanding of the client's industry trends, regulatory landscape, and competitive environment to inform strategic recommendations.
- Design of customised solutions that address the client's specific needs and objectives, incorporating a range of products and ser