Client Portfolio Manager
2 days ago
We are seeking a Client Portfolio Manager to join our team, playing a key role in supporting the delivery of exceptional client outcomes.
In this role, you will be part of a collaborative team that works closely with Client Coverage and Product Specialists to manage a portfolio of Corporate & Institutional Banking clients.
The successful candidate will have the opportunity to develop their skills in credit risk analysis, financial analysis, and stakeholder management, which are critical to driving excellent customer outcomes and delivering world-class client relationships.
Key Responsibilities:
- Monitor the risk profile and requirements of assigned client groups, ensuring portfolio hygiene and accurate system data.
- Conduct financial and credit risk analysis for credit submissions, including customer annual reviews and other requests.
- Work collaboratively with Client Coverage, Product Specialists, Credit, and client support teams to ensure seamless customer experiences.
Requirements:
- Previous financial experience in a similar role, preferably in a Corporate or Institutional Banking environment.
- An understanding of credit and compliance processes, particularly around credit submissions and annual reviews.
- Solid knowledge of C&IB systems, procedures, product knowledge, and industry insight.
What We Offer:
At our organization, we pride ourselves on creating an inclusive workplace where everyone feels valued and appreciated for being their authentic selves. We celebrate diversity and welcome applications from people of all backgrounds and identities.
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