Location : Dubai
Company Name ING Company LocationDubai, United Arab Emirates Job description
Relationship Management Assistant ("RMA")
Please note before applying - this role requires a junior relationship management assistant with no previous experience in manging a portfolio of accounts - please do not apply if you are currently managing a portfolio of relationships
Job Title: Relationship Management Assistant (“RMA”)
Business/Function: Client Coverage
Department: Dubai Client Coverage
Role Description (summary of main duties)
Client Coverage aims to seamlessly originate, coordinate and execute integrated propositions
to its clients. The organisation concentrates on improving the client experience not only
through proactively engaging with its clients but also, based on an insight of clients’ operations
and needs, by striving to offer clear and easy solutions.
The Relationship Management Assistant (“RMA”) plays an important role in the overall client
relationship, supporting the Relationship Managers (PAM) in the delivery of the organisations’
aims. Additionally, the RMA works closely with the multiple support functions, these include the Client Onboarding team, Compliance and Finance, for both new and existing clients.
Core Tasks & Material Responsibilities (what is the role responsible and accountable for delivering)
PAMs are in the lead when identifying, analysing and delivering new clients and/or new financial solutions to existing clients of the organisation. The RMA will complement those origination and execution efforts in the following ways:
New client acquisition – Relationship Managers continually review the Middle East client portfolio whilst evaluating potential new clients. Following this screening process, the selected names will require more detailed research and analysis to validate strategic fit and to determine their potential untapped value. The key deliverable is a Prospect Overview Form (“POF”). The RMA will support the Relationship Managers by ensuring that all key data points (bios, strategy, financials, geographic footprint, etc.) are incorporated into the POF. The Relationship Managers, in conjunction with colleagues in SF, CFIL and Credit Risk, will then formulate a commercial assessment to determine whether or not to add the client to the Target Client List.
Customer Acceptance – work closely with Client Onboarding Manager to ensure all steps of customer acceptance process (CDD/FATCA/MiFID/ESR/Sanctions/Sustainability) are completed / updated / renewed satisfactorily for both new and existing clients, providing Relationship Managers with the necessary support in relation to the responsibilities associated with the ownership of the client relationship.
Client Contact Management – clearly understand the marketing strategy for each client in order to be able to support (via client/sector knowledge, news items, etc.) the preparation of client presentations and briefing notes. Accompany the Relationship Managers to client meetings, if requested, and provide follow-up support by drafting call reports / logging the report in Vantage. Ensure the necessary post-meeting follow-up on agreed actions takes place. Participate in (internal and external) marketing/client events. Maintain an up-to-date SCAP for each client, ensuring all data points and key information is aligned with the strategic input/commercial rationale provided by the Relationship Managers.
Data Quality – work closely with Relationship Managers, Client Onboarding, Risk and Finance to ensure that both Vantage and Value Reporter accurately reflect the client information and the performance of the client relationship. Monitor client activity and ensure it is accurately reflected in Value Reporter
Execution – work with the Relationship Managers in developing the Green Light proposals, Provide commercial input for Credit Applications, Modifications and Reviews. Provide support to product specialists, where needed in the execution phase and keep up-to-date about progress. Liaise with and provide support to associated LAMs in the Network, when required, including any assistance required in preparing PAM advices.
Communication - on completion of major transactions, ensure that the Deal Database template is completed and that a transaction ‘story’ is made available for the Head of ME Client Coverage to use in internal marketing. In the case of market leading or outstanding transactions, arrange for a summary to be posted on the Dubai intranet page
Administration –maintenance of electronic client files, regularly review and ensure these follow the prescribed structure and are maintained in good order and up to date.
Professional development - Enhance product knowledge and broaden network, working alongside Relationship Managers in idea generation sessions with the various product specialists across the Bank.
Compliance Undertaking
Responsible for understanding how the FCA Conduct Rules apply to you, your role and team.
Responsible for ensuring your business complies with the spirit and letter of the Conduct Rules
and all legal, regulatory and ethical standards including ING policies, procedures, guidance and the Orange Code.
https://www.linkedin.com/jobs/view/599330587/
Company Name ING Company LocationDubai, United Arab Emirates Job description
Relationship Management Assistant ("RMA")
Please note before applying - this role requires a junior relationship management assistant with no previous experience in manging a portfolio of accounts - please do not apply if you are currently managing a portfolio of relationships
Job Title: Relationship Management Assistant (“RMA”)
Business/Function: Client Coverage
Department: Dubai Client Coverage
Role Description (summary of main duties)
Client Coverage aims to seamlessly originate, coordinate and execute integrated propositions
to its clients. The organisation concentrates on improving the client experience not only
through proactively engaging with its clients but also, based on an insight of clients’ operations
and needs, by striving to offer clear and easy solutions.
The Relationship Management Assistant (“RMA”) plays an important role in the overall client
relationship, supporting the Relationship Managers (PAM) in the delivery of the organisations’
aims. Additionally, the RMA works closely with the multiple support functions, these include the Client Onboarding team, Compliance and Finance, for both new and existing clients.
Core Tasks & Material Responsibilities (what is the role responsible and accountable for delivering)
PAMs are in the lead when identifying, analysing and delivering new clients and/or new financial solutions to existing clients of the organisation. The RMA will complement those origination and execution efforts in the following ways:
New client acquisition – Relationship Managers continually review the Middle East client portfolio whilst evaluating potential new clients. Following this screening process, the selected names will require more detailed research and analysis to validate strategic fit and to determine their potential untapped value. The key deliverable is a Prospect Overview Form (“POF”). The RMA will support the Relationship Managers by ensuring that all key data points (bios, strategy, financials, geographic footprint, etc.) are incorporated into the POF. The Relationship Managers, in conjunction with colleagues in SF, CFIL and Credit Risk, will then formulate a commercial assessment to determine whether or not to add the client to the Target Client List.
Customer Acceptance – work closely with Client Onboarding Manager to ensure all steps of customer acceptance process (CDD/FATCA/MiFID/ESR/Sanctions/Sustainability) are completed / updated / renewed satisfactorily for both new and existing clients, providing Relationship Managers with the necessary support in relation to the responsibilities associated with the ownership of the client relationship.
Client Contact Management – clearly understand the marketing strategy for each client in order to be able to support (via client/sector knowledge, news items, etc.) the preparation of client presentations and briefing notes. Accompany the Relationship Managers to client meetings, if requested, and provide follow-up support by drafting call reports / logging the report in Vantage. Ensure the necessary post-meeting follow-up on agreed actions takes place. Participate in (internal and external) marketing/client events. Maintain an up-to-date SCAP for each client, ensuring all data points and key information is aligned with the strategic input/commercial rationale provided by the Relationship Managers.
Data Quality – work closely with Relationship Managers, Client Onboarding, Risk and Finance to ensure that both Vantage and Value Reporter accurately reflect the client information and the performance of the client relationship. Monitor client activity and ensure it is accurately reflected in Value Reporter
Execution – work with the Relationship Managers in developing the Green Light proposals, Provide commercial input for Credit Applications, Modifications and Reviews. Provide support to product specialists, where needed in the execution phase and keep up-to-date about progress. Liaise with and provide support to associated LAMs in the Network, when required, including any assistance required in preparing PAM advices.
Communication - on completion of major transactions, ensure that the Deal Database template is completed and that a transaction ‘story’ is made available for the Head of ME Client Coverage to use in internal marketing. In the case of market leading or outstanding transactions, arrange for a summary to be posted on the Dubai intranet page
Administration –maintenance of electronic client files, regularly review and ensure these follow the prescribed structure and are maintained in good order and up to date.
Professional development - Enhance product knowledge and broaden network, working alongside Relationship Managers in idea generation sessions with the various product specialists across the Bank.
Compliance Undertaking
Responsible for understanding how the FCA Conduct Rules apply to you, your role and team.
Responsible for ensuring your business complies with the spirit and letter of the Conduct Rules
and all legal, regulatory and ethical standards including ING policies, procedures, guidance and the Orange Code.
https://www.linkedin.com/jobs/view/599330587/
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