Associate, ARM, Financial Institutions

Job Summary

The ARM 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.

• Proactive assistance to the Senior Banker/Banker with transactional support on new business origination activities (client research, pitch books, industry leads, etc.; coordination with network and product).
• Client analysis and reporting on post‑origination activities; client meeting documentation; briefing notes.
• Support Senior Banker/Banker on sales discipline requirements (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 accuracy of revenue/returns.

• Provide direct sales support to the Senior Banker/Banker on all origination activities for the assigned ARM client portfolio.
• Jointly accountable for client revenues/profitability through provision of origination support: proactive assistance with client research, meeting preparation/documentation (pitch book preparation, industry trend research, etc.); coordination with product and other key stakeholders to ensure client materials are high quality.
• 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 product partners and assist the Senior Banker/Banker with deal returns calculations and pricing analysis.
• Ensure adherence to all sales discipline requirements (Account Planning, deal pipeline, call report administration, discipline) as agreed with the Banker.
• Client meeting preparation (briefing notes, internal discussion coordination) and execution (logistics if attending client meetings in partnership with the Banker).
• Provide support on new business transactions (deal execution, document negotiation, coordination with Product Sales and Client Management team on documentation matters and deal drawdown, coordination with Product Sales and network on fee booking and revenue recognition).
• Proactive portfolio management, ensuring limit utilization and accuracy of revenue/returns at portfolio and client level.

• Attend and minute Account Planning/Strategy ‘deep dive sessions’.
• Work with product partners to maximize cross‑sell and returns on risk‑weighted assets; assist with deal returns calculations and pricing analysis where required.
• Ensure all relevant client team members/internal stakeholders are appropriately engaged by the Banker for planning and communication of the approved strategy for each client.
• In partnership with product partners, ensure appropriate line utilization of complex and structured transactions; review client profitability data and discuss opportunities/concerns with Senior Banker/Banker; resolve revenue/fee/returns recognition issues by engaging Finance, CPM, back‑office teams, etc.
• Participate in client conversations to understand needs and discuss account strategy and related opportunities, transactions, pricing issues.
• Understand and articulate overall strategy for each client.
• Support Senior Banker/Banker with ongoing client engagement and monitoring of client performance; deep understanding of industry, business performance, outlook.
• Engage internal deal teams (product & functional partners) for complex transactions; treat all sensitive deal information confidentially.
• Drive product and geography cross‑sell with clients.
• Prompt logging of client calls into Work Bench within 24 hours and updating the deal pipeline; ensure client team activities required to accelerate deal conversion are followed up with stakeholders and clients.
• Support exemplary deal management from origination to post‑deal, ensuring completion of relevant…