Assistant Relationship Banker

2 weeks ago

London, United Kingdom eFinancialCareers Full time

**The Role Responsibilities**:

- The ARB provides direct sales support to the Senior Banker/Banker to originate new business and in partnership with the Senior Banker/Banker is jointly accountable for client revenues/profitability.

**Strategy**:

- Proactive assistance to the Senior Banker/Banker with transactional support on new business origination activities i.e. client research, pitch books, industry leads etc; including coordination with network and product.
- Client analysis, reporting on post origination activities; client meeting documentation; briefing notes.
- Support Senior Banker/Banker on sales discipline requirements i.e. Account Planning process; pipeline maintenance; client call reports; preparation of deal approval submissions.
- New transactions: deal execution support, document negotiation, coordination with Product Sales and Client Management team on documentation matters and deal drawdown, fee booking and revenue recognition.
- Proactive management of portfolio including client and product partner engagement to ensure limit utilization and ensure the accuracy of revenue/returns.

**Business**
Provide direct sales support to the Senior Banker/Banker on all origination activities for the assigned ARB client portfolio:

- In partnership with the Senior Banker/Banker the ARB is jointly accountable for client revenues/profitability through the provision of origination support including:

- Proactive assistance to the Senior Banker/Banker with transactional support on client research and meeting preparation/documentation i.e. pitch book preparation, research into industry trends etc; coordinating with product and other key stakeholders acrossthe network to ensure client materials are of the highest quality and client focused.
- Complete bespoke client analysis as required including competitor analysis reflecting SCB's value proposition vs peers; Complete relevant reporting on post origination activities; client meeting documentation.
- Coordinate with Product Sales and network and assist the Senior Banker/Banker with deal returns calculations and pricing analysis.
- Ensure adherence to all sales discipline requirements i.e. provide support to the Senior Banker/Banker on Account Planning, deal pipeline and call report administration/discipline, as agreed with the Banker.
- Client meeting preparation including preparing briefing notes and coordinating internal discussions, and execution including logistics if attending client meetings in partnership with the Banker.
- Provide support on new business transactions i.e. deal execution support, document negotiation, coordination with Product Sales and Client Management team on documentation matters and deal drawdown, coordination with Product Sales and network on fee bookingand revenue recognition.
- Proactive management of portfolio including client and product partner engagement to ensure limit utilization and ensure the accuracy of revenue/returns for the portfolio and at client level.

**Processes**
The Senior Banker/Banker is responsible for the overall Client Account Plan/ Client Strategy. The ARB is responsible for supporting the Senior Banker/Banker in the Account Planning (client strategy) process and is responsible for providing support with executingthe account plan deliverable/ client strategy:

- Attend and minute Account Planning/Strategy 'deep dive sessions.
- Work with the product partners to maximize cross-sell and returns on risk weighted assets. Assist with deal returns calculations and pricing analysis wherever required.
- Ensure all relevant client team members/internal stakeholders have been appropriately engaged by the Banker with respect to the planning and communication of the relevant approved strategy for each client.
- In partnership with product partners, ensure appropriate line utilization of complex and structured transactions. Review client profitability data for clients and discuss opportunities/concerns with Senior Banker/Banker. Resolve any revenue/fee/returnsrecognition issues by engaging with internal stakeholders such as Finance, CPM, back-office teams, etc. In partnership with the Banker, participate in conversations with clients to understand their needs and discuss the needs-based account strategy and relatedopportunities, transactions, pricing issues etc
- Understand and be able to articulate the overall strategy for each client.
- Support the Senior Banker/Banker through on-going client engagement and vigilant monitoring of client performance with a deep understanding of the client's overall industry business, performance and outlook.
- Support the Senior Banker/Banker with the proactive engagement and management of internal deal teams (all relevant product and functional partners) for complex transactions. Ensure all sensitive deal information is managed and treated confidentially.
- As agreed with the Senior Banker/Banker, drive product and geography cross sell with clients
- Provide support to the Senior Banker/Banker with prompt logging of client calls into WorkBench (within 24 hours of the client meeting) and updating the deal pipeline. Support the Senior Banker/Banker to ensure client team activities required to acceleratedeal conversion are followed up with the relevant internal stakeholders and with clients.
- Provide support to the Senior Banker/Banker on exemplary deal management from origination to post deal ensuring at all times completion of relevant documentation, fulfilment of deal conditions and monitoring post fund disbursement.

**People and Talent**:

- Support and develop juniors on the team.

**Risk Management**:

- In partnership with the Credit Analyst, identify clients that need to be classified as Early Alert with Credit and/or transferred to GSAM.
- Support the CA on periodic credit reviews / ongoing monitoring with requested information/ and engagement with the client (if required) particularly during periods of market volatility.

**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 effectively; and willingness to work with any local regulators in an open and cooperative manner.
Regulatory an

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