Associate Director, Family Group and Diversified Conglomerates - UAE Nationals

Role Overview

Associate Director, Family Group and Diversified Conglomerates – UAE Nationals at First Abu Dhabi Bank (FAB) in the United Arab Emirates.

Role Purpose

Manage large account portfolios and client relationships within the Family Groups & Diversified Conglomerates segment, improve service quality levels and client interactions, maintain client satisfaction and portfolio credit quality, and support the achievement of team financial performance targets.

Key Responsibilities

Portfolio & Relationship Management

• Manage and follow up on large account portfolios and assigned client relationships.
• Support relationship managers to originate new business opportunities with target clients across banking products.
• Manage NTB bookings and assist the Director with relationship management.
• Maintain the credit quality of client relationships within the portfolio to an acceptable level set by the Bank's management.

Compliance & Documentation

• Manage and follow up on KYC and compliance requirements to ensure consistency with the Bank's KYC and AML policies and regulatory requirements.
• Ensure all clients' files and documents are maintained.
• Ensure that all internal processes for existing portfolio and NTBs are met in line with the Bank's policies and procedures.
• Follow all relevant policies, processes, standard operating procedures, and instructions so that work is carried out in a controlled and consistent manner.
• Function within the framework and boundaries of Group policies as well as overall organizational and governance frameworks.

Operations & Transactions

• Support day-to-day administrative and transactional activities such as client calls, payment processing, documentation follow-up, account openings, updating pipeline, and other activities in the unit or team.
• 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.

Reporting & Compliance Review

• Ensure all credit reviews are submitted on time and agreed conditions are met.
• Maintain a satisfactory audit on the portfolio.
• Assist in the preparation of timely and accurate statements and reports to meet the unit's requirements, policies, and standards.
• Adhere to process KPIs and ORM, BCP, and Internal Audit requirements.

Documentation & Analysis

• Develop Term Sheet, Information Memorandum, mandate letter, and related documentation.

Learning & Development

• Attend appropriate on and off-the-job training programs for Learning & Development.
• Support the team to achieve financial performance targets.

Qualifications & Experience

• Bachelor's degree in Finance, Business Management, Engineering, or related discipline.
• 5 or more years of relevant experience in investment or corporate banking (coverage).

Skills & Competencies

• Banking software systems proficiency.
• Computer proficiency.
• Data analysis and financial modelling skills.
• Credit analysis and FOREX skills.
• Knowledge of the banking sector and FAB's products and business strategies.
• Ability to analyze and research information.
• Ability to work under pressure and adjust quickly to changing priorities.
• Communication skills.

Additional Information

• High collaboration is required internally and externally, with local and international client outreach, including meetings in different time zones and tight deadline submissions.
• Must support management of internal processes to ensure approvals are sought in a short time span.