Manager - Client Fulfillment
2 weeks ago
Job Summary
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 with a focus on servicing UK Brewin Dolphin clients for new business.
The role includes tasks associated with preparing credit documentation and the review of externally-drafted documentation related to credit transaction as well as supporting the conditions precedent process. The role will further include tasks associated with ensuring the credit risk monitoring and control activities are sufficient to safeguard the bank's lending activities and that credit exposures are duly monitored and managed in full in accordance with the bank's policies and relevant credit approval conditions.
What will you do?
- Manage and participate in the execution of all core Client Fulfilment control and monitoring responsibilities, overseeing and coordinating the tasks of more junior team members plus provide appropriate training, guidance and coaching
- Manage transactions from referral through to a successful completion and drawdown, ensuring that all necessary pre-completion steps and checks are taken
- Participate (alongside Law Group) the review of risk associated with cross-jurisdictional structures, including liaison with external counsel in relation to obtaining legal opinions and the review of such opinions
- Responsible for collateral monitoring and credit limits to be monitored daily to ensure compliance within policy or exceptions granted. Shortfalls and / or excess to be escalated within the allocated time frame
- Approve loan drawdowns and collateral release including funding, disbursement of funds and monitoring of repayments
- Drive towards process improvement and implementation of streamlining, automation or otherwise improvement of existing processes and practices within the team. Implement any process changes required to support the Credit book growth related to RBC Brewin Dolphin
What do you need to succeed?
Must-have
- Must have excellent interpersonal, investigative and problem-solving skills
- Ability to work independently under minimum supervision or guidance
- Strong understanding of a control environment requirements and how to balance this with process efficiency
- Credit administration and / or loan documentation experience within a private bank
- Understanding of Wealth Management credit business is a plus
Nice-to-have
- An understanding of Wealth Management would be desirable
What is in it for you?
We thrive on the challenge to be our best - progressive thinking to keep growing and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
- Leaders who support your development through coaching and managing opportunities
- Opportunities to work with the best in the field
- Ability to make a difference and lasting impact
- Work in a dynamic, collaborative, progressive, and 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 ManagementAdditional Job Details
Address:
100 BISHOPSGATE:LONDONCity:
LondonCountry:
United KingdomWork hours/week:
35Employment Type:
Full timePlatform:
Wealth ManagementJob Type:
RegularPay Type:
SalariedPosted Date:
Application Deadline:
Inclusion and Equal Opportunity Employment
At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.
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