AVP, Client Manager - Global Network Banking

The Client Manager is a pivotal role focused on delivering a best in class client experience

The Client Manager is a client facing banker responsible for a seamless execution on onboarding and implementation, service coordination and credit management within the Global Network Banking team. This position acts as a central point of contact for clients and internal partners, ensuring operational efficiency and effective relationship support.

Responsibilities:

1. Relationship & Origination Support

• Maintain professional relationships with client representatives.
• Understand client drivers and support Subsidiary Account Managers, Regional Account Managers (RAMs) and Parent Account Managers (PAMs), as applicable, in origination activities.
• Identify and originate low-complexity opportunities.
• Actively contribute to business campaigns, including account planning, wallet sizing, and corridor or product initiatives.

2. Credit Management

• Manage credit requests in close coordination with various internal teams
• Monitor credit lines and escalate exceptions

3. Onboarding & Implementation

• Own the end-to-end client onboarding experience, from initiating CRM requests to post-implementation follow-up.
• Oversee client documentation and facilitate client training to ensure a smooth transition.

4. Service Coordination

• Serve as the primary point of contact for managing and resolving client escalations.
• Facilitate day-to-day operational flows and track client feedback

5. KYC Ownership

• Act as the designated KYC (Know Your Customer) owner for a portfolio of clients.
• Take responsibility for completing and maintaining accurate client profiles.

Qualifications:

• Experience: 5+ years of experience in client management or a related role within the financial services industry.
• Technical Skills: Product knowledge and understanding of operational processes and KYC/AML regulatory requirements.
• Organizational Skills: Excellent organizational and time-management skills with the ability to manage multiple priorities and stakeholders simultaneously.
• Problem-Solving: Proven ability to resolve client issues, manage escalations, and improve processes.
• Interpersonal Skills: Strong communication and interpersonal skills, with a commitment to delivering a high level of client service and ability to develop and maintain strong client relationships
• Attention to Detail: High level of accuracy and attention to detail in all aspects of work.

Education:

Refer to the table below for education requirement by job level.

• Education: Bachelor’s degree in Finance or a related field

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Job Family Group:

Institutional Banking

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Job Family:

Corporate Banking

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Time Type:

Full time

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Most Relevant Skills

Please see the requirements listed above.

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Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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