Manager - Client Fulfillment

TN United Kingdom; London; Hybrid; GBP 45,000 - 70,000; Full time

Job summary

An established industry player is seeking a detail-oriented professional to join their Credit Client Fulfilment team. In this pivotal role, you will support the Wealth Management Europe Credit team by managing credit documentation and ensuring compliance with lending policies. You'll oversee transactions from initiation to completion, working collaboratively with junior team members and external legal counsel. This position offers the chance to drive process improvements within a dynamic, high-performing environment, with flexible working options available. If you have a passion for finance and a knack for problem-solving, this opportunity is perfect for you.

Benefits

Flexible working options

Coaching and development opportunities

Collaborative team environment

Impactful work

Diversity and inclusion initiatives

Qualifications

• Experience in credit administration and loan documentation within a private bank.
• Strong understanding of control environment requirements.

Responsibilities

• Manage execution of Client Fulfilment control and monitoring responsibilities.
• Approve loan drawdowns and collateral releases.

Skills

Business Data Analysis

Communication

Credit Analysis

Critical Thinking

Database Queries

Data Visualization

Decision Making

Quantitative Methods

Risk Management

Education

Degree in Finance or related field

Job description

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Job Description

What is the opportunity? This role within the Credit Client Fulfilment team will support the Wealth Management Europe (WME) Credit team in the delivery of credit products and solutions, focusing on servicing UK Brewin Dolphin clients for new business. The role involves tasks such as preparing credit documentation, reviewing externally-drafted documentation related to credit transactions, and supporting the conditions precedent process. Additionally, it includes activities related to credit risk monitoring and control to safeguard the bank's lending activities, ensuring credit exposures are monitored and managed in accordance with the bank's policies and credit approval conditions.

What will you do?

1. Manage and participate in core Client Fulfilment control and monitoring responsibilities, overseeing and coordinating tasks of junior team members, providing training, guidance, and coaching.
2. Manage transactions from referral to completion and drawdown, ensuring all pre-completion steps and checks are completed.
3. Participate with Law Group in reviewing risks associated with cross-jurisdictional structures, liaising with external counsel for legal opinions.
4. Monitor collateral and credit limits daily to ensure compliance, escalating shortfalls or excesses as needed.
5. Approve loan drawdowns and collateral releases, including funding, disbursement, and repayment monitoring.
6. Drive process improvements, including streamlining and automation, to support the growth of the Credit book related to RBC Brewin Dolphin.

What do you need to succeed?

Must-have

• Excellent interpersonal, investigative, and problem-solving skills.
• Ability to work independently with minimal supervision.
• Strong understanding of control environment requirements and balancing this with process efficiency.
• Experience in credit administration and/or loan documentation within a private bank.
• Understanding of Wealth Management credit business is a plus.

Nice-to-have

• Understanding of Wealth Management would be desirable.

What is in it for you?

We thrive on the challenge to be our best—fostering progressive thinking, growth, and collaboration to deliver trusted advice that helps clients thrive and communities prosper. We care about each other, reaching our potential, making a difference, and achieving mutual success.

• Leaders who support your development through coaching and opportunities.
• Opportunities to work with top professionals in the field.
• The ability to make a meaningful and lasting impact.
• Work in a dynamic, collaborative, progressive, high-performing team.
• Flexible and hybrid working options fully supported.

Job Skills

Business Data Analysis, Communication, Credit Analysis, Critical Thinking, Database Queries, Data Visualization, Decision Making, Quantitative Methods, Risk Management

Additional Job Details

Address: 100 BISHOPSGATE, LONDON

City: London

Country: United Kingdom

Work hours/week: 35

Employment Type: Full time

Platform: Wealth Management

Job Type: Regular

Pay Type: Salaried

Posted Date: 2024-05-17

Application Deadline: 2024-06-20

Inclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and equitable workplaces where employees can bring their true selves. We are actively addressing systemic biases to support our diverse talent, clients, and communities.

We strive to provide accessible recruitment processes for candidates with different abilities. Please inform us if you require accommodations during the process.

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