Assisting Relationship Managers in maintaining and growing the bank’s client portfolio. Plays a pivotal role in providing financial analysis, client support, and ensuring a high level of client satisfaction.

2. Key Responsibilities
• Perform in-depth financial analysis of clients’ financial statements, cash flow projections, and creditworthiness to assess risk and recommend appropriate banking solutions.
• Act as a primary point of contact for clients, addressing their inquiries, resolving issues, and ensuring their financial needs are met effectively.

• Assist Relationship Managers in portfolio management by monitoring client accounts, tracking loan covenants, and proactively identifying opportunities for cross-selling banking products and services.

• Participate in the credit underwriting process by preparing credit memos, conducting industry research, and presenting findings to credit committees.
• Ensure compliance with banking regulations and internal policies in all client interactions and transactions.

• Stay updated on industry trends, economic conditions, and market developments to provide clients with valuable insights and recommendations.

• Assist in the preparation and review of legal and financial documentation for loans, credit facilities, and other banking products.
• Build and maintain strong client relationships by attending meetings, networking events, and actively participating in relationship-building activities.
• Prepare and present periodic reports on portfolio performance, client feedback, and market updates to senior management.

3. Qualifications & Experience
• Full Grade 12
• University Degree in Economics, Business Administration, Social Sciences and any Finance related field of study.
• 1-3 years in a related role particularly in a corporate sales environment.

• Working knowledge of financial products and services.
• Demonstrated selling, negotiation, and communication skills.
• Demonstrates sound knowledge of PowerPoint and presentation skills.