Director- Privileged Client Banking

First Abu Dhabi Bank; Abu Dhabi; On-site; AED 200,000 - 300,000; Full time

Job summary

A leading banking institution in Abu Dhabi is seeking a skilled professional for managing sensitive client relationships and large account portfolios. This role involves conducting financial analyses, supporting clients' needs, and ensuring high levels of customer satisfaction. The ideal candidate will have 8-10 years of experience in corporate banking, proficiency in MS Office, and a deep understanding of the corporate finance sector. Responsibilities include business origination, client relationship management, and operational tasks to maintain portfolio integrity.

Qualifications

• 8-10 years of experience in corporate and/or investment banking.
• Deep knowledge of Corporate and Investment Banking sector is required.
• Ability to analyze and research financial information.

Responsibilities

• Manage large account portfolios and strengthen client relationships.
• Conduct financial analysis to identify potential risks and opportunities.
• Support client day-to-day banking requirements.
• Ensure high customer satisfaction levels.

Skills

Relationship management

Financial analysis

Communication skills

Data analysis

Education

Bachelor's degree in Finance

Master's degree in Business Administration

Tools

MS Office

Job description

• Division: Personal, Business, Wealth and Privileged Client Banking Group

Company Description

First Abu Dhabi Bank is an inclusive environment where each person values the experiences, perspectives, ideas and beliefs of others. We’re in a unique position to learn from all our colleagues, combining international experience with deep cultural knowledge and local expertise. At FAB, you’ll have the support of your team and a strong relationship with your line manager, who will trust you with responsibility and recognize your good performance. As we embrace different ways of seeing the world, listening to each other and respecting different viewpoints, we grow stronger – together.

Job Description

To grow and manage large account portfolios and sensitive client relationships for assigned portfolio in the PCG segment; improve service quality levels and supervise the subordinates’ day-to-day activities and client interactions to ensure that the team’s objectives are constantly met and its revenue targets achieved, while maintaining client satisfaction and portfolio credit quality.

Client and Market Analysis

• Conduct financial analysis on clients and their respective geographies/ industries/ markets to identify potential opportunities and risks
• Onboard new clients as and when required

Business Origination

• Originate new business opportunities with target clients across banking products and inline with relevant policies
• Obtain support from relevant stakeholders and governance forums to close deals (e.g., credit, products, GT)
• Examine & resolve credit, market and operational risk aspects of the transactions in collaboration with products and enablement units
• Maintain the credit quality of the clients relationships within the Portfolio to an acceptable level set by the Bank’s management
• Pitch, review, negotiate and conclude deals

Client Relationship Management

• Prepare and Maintain Account Plans for all clients with support from relevant partners (e.g., products, international banking, consumer banking, Asset Management, etc.)
• Organize client meetings with relevant partners/ seniority to deepen FAB relationship within the portfolio
• Identify & develop cross selling opportunities and increase cross-sell ratio and returns with clients
• Support client on their day-to-day banking requirements with support from the other team members (as applicable)
• Ensure customer satisfaction remains high and meets the targeted NPS score
• Align with other PCG teams as well as GTB, GM, and GCF product partners to identify and convert opportunities
• Align with International banking to support client in FAB network locations
• Collaborate with other business divisions to drive cross-BU collaboration
• Support Unit/Divisional/Bank-wide initiatives (as required or assigned)

Operational

• Follow all relevant policies, processes, standard operating procedures, and instructions so that work is carried out in a controlled and consistent manner
• Conduct periodic reviews of risks (credit, operational, compliance etc.) within the portfolio on a regular basis
• Drive day-to-day administrative and transactional activities such as client calls, documentation follow up, pipeline updates, and any other activities in the unit/team to ensure continuity of work and delivery of effective/high quality output
• Ensure that internal processes for existing portfolio/ NTBs are in-line with the Bank’s policies & procedures.
• Manage and follow up on KYC and compliance requirements in order to ensure consistency with the Bank’s KYC and AML policies and regulatory requirements.
• Ensure all credit reviews are submitted on time and agreed conditions are met.
• Ensure all clients’ files /documents are maintained
• Maintain a satisfactory audit on the portfolio
• Adhere to process KPI’s and, ORM, BCP & Internal Audit requirements
• Prepare timely and accurate statements and reports to meet the unit’s requirements, policies, and standards

Leadership

• Act as Role Model for the peer group
• Achieve individual financial performance targets
• Learning & Development – Attend appropriate on and off-the-job training programs to develop skills and upgrade knowledge

Qualifications

• Bachelor’s degree in Finance or related discipline.
• Master’s degree in Business Administration is preferred.
• Deep Knowledge of Corporate and Investment Banking sector
• Understanding of FAB’s product offering and business strategy
• Ability to collaborate with a wide range of stakeholders to drive business
• Strong relationship management skills both internally and externally
• Sound communication skills (written and verbal)
• Ability to analyze and research information
• Deep Financial and credit analysis ability with an aptitude to identify opportunities and close business deals
• Data analysis and financial modelling skills
• Ability to work under pressure and adjust quickly to changing priorities
• Proficient in MS Office (excel, word and Power-point)
• 8-10 years of experience in corporate and/or investment banking