26 Jan 2023

Portfolio Banker

Ref 35668

Do you have in-depth knowledge of finance and of applicable industry laws and regulations? A well-known financial Services company is seeking a Portfolio Banker to service and broaden client relationships in relation to credit services.

This role requires the candidate to manage complex credit relationships for family office clients in EMEA and APAC region. You will develop and cultivate relationships with new and existing clients becoming a trusted advisor gaining an intimate understanding of the client to provide solutions and develop new banking opportunities.

Key Duties:

  • Developing and maintaining an understanding of the client structures, or jurisdictions, and delivering credit solutions. 
  • Liaising with relevant relationship teams, credit risk, treasury, and compliance partners in structuring new facilities. 
  • Developing and maintaining working knowledge of loan agreements, and financial statements to establish and monitor client relationships.
  • Acting as an expert for all credit activity in the EMEA and APAC region and as a resource for other teams.
  • Responding to enquiries from clients and ensuring resolution of service or operations issues. 
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