Employer Overview
A leading financial institution committed to delivering tailored banking solutions to corporate clients. The organization is known for its strong market presence, innovative products, and dedication to client success across various sectors.
Job Summary
The role involves supporting Relationship Managers (RMs) in managing corporate client portfolios by preparing financial analyses, assisting with account plans, coordinating internal processes, and ensuring smooth account operations. This position offers excellent exposure to corporate banking and career development opportunities.
Key Responsibilities
- Prepare and complete credit memos and financial analyses to support Relationship Managers.
- Assist in building account plans and coordinate with internal departments.
- Analyze client profitability and provide on-demand financial reports.
- Follow up on annual client reviews and propose areas for improvement.
- Coordinate with relevant teams to manage account openings, closings, updates, transfers, and KYC documentation.
- Participate in client visits to ensure smooth account operations.
- Communicate with clients as required under RM supervision.
- Develop knowledge of corporate banking products and services.
Minimum Requirements
- Education: Bachelor’s degree in Accounting, Business Administration, or a related field.
- Experience: 0–4 years of relevant banking or financial sector experience.
- Soft Skills: Strong analytical and problem-solving skills, high attention to detail, client-focused mindset.
- Technical Skills: Basic understanding of credit risk and financial products; awareness of banking and financial markets.
- Computer Skills: Proficiency in Microsoft Office (Word, Excel, PowerPoint).
- Language Skills: Excellent command of English.
- Abilities: Ability to coordinate across departments, manage multiple tasks, and support client needs.
- Additional: Credit Certificate is preferred.
- Other: Residence in Kafr El Sheikh is a must.
