Director, Client Manager I&I and FSIG
Standard Chartered
London, United Kingdom
2d ago

About Standard Chartered

We are a leading international bank focused on helping people and companies prosper across Asia, Africa and the Middle East.

To us, good performance is about much more than turning a profit. It's about showing how you embody our valued behaviours - do the right thing, better together and never settle - as well as our brand promise, Here for good.

We're committed to promoting equality in the workplace and creating an inclusive and flexible culture - one where everyone can realise their full potential and make a positive contribution to our organisation.

This in turn helps us to provide better support to our broad client base. The Role Responsibilities

The Client Manager is the pivotal relationship in the Client Delivery team responsible for delivering exceptional client account management and proactively managing the client account on all day to day maintenance activities to ensure the highest level of client service and relationship health.

The Client Manager will support the GAMs, Regional Account Managers (RAMs) or Field Account Managers (FAMs) on an aligned client portfolio to ensure strong client delivery execution

The role involves close partnership with Credit Analysis, Credit Risk Control, Credit Risk, Client Onboarding and the Integrated Middle Office (IMO) as well as Product teams.

The role also requires active engagement and collaboration with colleagues in our footprint markets covering foreign local and regional subsidiaries / branches of our clients.

Business Partnership :

Provide direct support to the GAM / FAM for I&I and FSIG clients as follows :

  • Support the Global Relationship Managers to achieve respective goals whilst also ensuring operational integrity and compliance
  • Take ownership for credit limit management and monitoring. Prepare, manage and obtain relevant approvals for business and credit applications
  • Ensure the highest level of client service and risk mitigation through proactive client account management support with client on-boarding (liaising with Integrated Middle Office), credit monitoring and flow maintenance
  • Actively engage and collaborate with Clients, Relationship Managers at a Global, Regional and Local Country level and various Product Partners to understand and respond to any issues / concerns relating to the ongoing account maintenance including highlighting any unusual utilization patterns to coverage teams.
  • Provide proactive support on account maintenance activities like documentation, reporting etc by engaging and collaborating with the client, key internal stakeholders as required to ensure the clients expectations are met or exceeded
  • Escalate issues / concerns relating to account maintenance activities to the CM Team Lead for follow up as relevant
  • Ensure and display timely, accurate and high-quality performance in line with relevant policies and processes for all of the above
  • Documentation : Credit (existing deals Renewals / Amendments) & Other

  • Liaise with Legal & Compliance, Integrated Middle Office, Credit Risk Control (CRC) and Clients on standard documentation processes
  • Obtain necessary approvals for Terms & Conditions deviations on standard docs from the relevant authoriser as necessary
  • Follow through to ensure documentation completion and validate limits are correctly loaded / reflected in TP systems
  • Ensure document deficiencies are minimised and are rectified in a timely manner
  • Liaise with Client Onboarding and the Integrated Middle Office (IMO), both at headquarter and local Country level with Field Account Managers (FAMs) if required on CDD related items
  • Account Management & Portfolio Quality

  • Ensure general portfolio hygiene of client data from a quality control perspective i.e. correct client tagging, limit information, segment classification in relevant systems
  • Annotate on past dues and excesses daily in the portfolio. Ensure excesses / past dues are regularized on time and cash / cheques are released on time.
  • Any exceptions to be highlighted to Relationship Manager and Risk.

  • Review and follow up on Unsettled (FX) Past Due Trades reports & Failed trades reports with Operations
  • Support Loan Drawdown, Cash Management, Trade Offerings & Audit Confirmations
  • Manage any client related data queries and remediation efforts, including first level escalations on account maintenance activities
  • Seek transactional approvals as necessary (i.e. trade, cash) and release trade offerings on time to ensure faster TAT on trade transactions.
  • Attend Early Alert Reviews / Account subject to additional review (EAR / ASTAR) Review meetings as appropriate and participate in relevant business meetings, forums or committees as required.
  • Provide support on other projects as assigned i.e. CIB Client Surveys, other business initiatives
  • Support Network Delivery through documentation facilitation (passporting)
  • Arrange for stock inspections / valuations as required
  • Processes

  • Ensure adherence to all internal / regulatory policies & regulations
  • Co-ordinate with Operation Teams to rectify any ops related issues which can be resolved locally and issue Standard Instruction Form (SIFs) wherever required within authority
  • Risk Management

  • Be proactive in ensuring compliance with Bank policies and procedures and lead preparation of client files for audit purposes
  • Governance

  • Responsible for assessing the effectiveness of the Group’s arrangements to deliver effective governance, oversight and controls in the business and, if necessary, oversee changes in these areas
  • Awareness and understanding of the regulatory framework, in which the Group operates, and the regulatory requirements and expectations relevant to the role.
  • Responsible for delivering effective governance’; capability to challenge fellow executives
  • Regulatory & Business conduct

  • Display exemplary conduct and live by the Group’s Values and Code of Conduct.
  • Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank.
  • This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct.

  • Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.
  • Adhere to local regulatory requirements
  • Other Responsibilities

  • Embed Here for good and Group’s brand and values
  • Key stakeholders : Internal :

  • Senior Bankers and Global Relationship Managers
  • Local and regional coverage teams in footprint markets
  • Credit Analysis
  • Risk (Credit and Credit Risk Control)
  • Client Onboarding and IMO
  • Financial Crime Compliance
  • Legal & Compliance (incl. Legal Documentation Unit)
  • Product partners for designated portfolio
  • CM Team Lead / CM Regional Head
  • Segment Leadership team
  • External :
  • Clients
  • Clients
  • Legal firms, Audit
  • Market Data Services providers
  • Our Ideal Candidate

  • Bachelor’s degree in Banking or Finance preferred.
  • Relevant experience in banking or other relevant environment
  • Team-oriented but also able to act with own initiative and autonomously
  • Pro-active and solution-oriented work attitude analytical and credit skills, multicultural displaying awareness and sensitivity
  • Ability to work under pressure and within tight timeframes
  • Ability to interface credibly and confidently with seniors and audiences at all levels within key stakeholder groups, and to relate to and manage people (regardless of level)
  • Ability to network and manage a matrix organization structure i.e. to balance the differing objectives of business and functions
  • Understanding and knowledge of I&I / FSIG segments and banking landscape preferred
  • Excellent communication skills, both written and verbally
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