Associate Director, Family Group and Diversified Conglomerates

Job Purpose

To manage large account portfolios and client relationships for the assigned portfolio in the Family Groups & Conglomerates segment, improve service quality levels and client interactions to ensure that the objectives are constantly met while maintaining client satisfaction and portfolio credit quality. High collaboration is required internally and externally, with local and international client outreach including meetings in different time zones and tight deadline submissions.

• Support in day‑to‑day administrative and transactional activities such as client calls, payment processing, documentation follow‑up, account openings, updating the pipeline, and any other activities in the unit team.
• Manage and follow up on KYC and compliance requirements to ensure consistency with the Bank’s KYC and AML policies and regulatory requirements.
• Provide operational and administrative support for client accounts, ensuring all banking products and services are delivered accurately and on time.
• Coordinate the full process of client transactions, including documentation review, following up on approvals, and ensuring smooth execution with internal teams.
• Maintain the credit quality of the client relationships within the portfolio to an acceptable level set by the Bank’s management.
• Ensure all client files and documents are maintained and a satisfactory audit is achieved on the portfolio.
• Develop Term Sheets, Information Memorandums, mandate letters, etc., and ensure all internal processes for existing portfolio and new to bank (NTB) opportunities are met in line with Bank policies and procedures.
• Adhere to process KPIs, ORM, BCP, and internal audit requirements.
• Attend appropriate on‑ and off‑the‑job training programmes to support relationship managers in originating new business opportunities with target clients across banking products.
• Support the team in achieving financial performance targets and ensure all credit reviews are submitted on time and agreed conditions are met.
• Follow all relevant policies, processes, standard operating procedures, and instructions so that work is carried out in a controlled and consistent manner.
• Assist in the preparation of timely and accurate statements and reports to meet the unit’s requirements, policies, and standards.
• Manage NTB bookings and assist the Director with relationship management.

• Minimum 5+ years of relevant experience in investment/corporate banking (coverage).
• Bachelor’s degree in finance, business management, engineering, or a related discipline.
• Knowledge of the banking sector, and FAB’s products and business strategies.
• Ability to work under pressure and adjust quickly to changing priorities.
• Computer proficiency and ability to analyze and research information.
• Banking software systems proficiency.
• Data analysis and financial modelling skills.
• Credit analysis and FOREX skills.
• Strong communication skills.