Relationship Support Analyst
Graduate job London (Greater London) Sales
Job description
The Relationship Support Analyst role is based within UK MME.
The role of the Relationship Support Analyst is to proactively support the Relationship Managers (RMs) to enable them to deliver the optimum contribution towards the CMB Annual Operating Plan (AOP), improve client engagement, maximise operational efficiency and allow the RMs to spend more time with clients and grow income.
The role holder will work closely with the RMs in preparing call reports, research for the client and sector / industry, financial / operating analysis, account conduct, supplier / buyer analysis and other referred remarks in CARM. In addition, supporting RMs at client meetings, preparing remarks, coordinating the application process, security and product/solution process on behalf of the RMs, and ensuring that appropriate systems are kept up to date and used efficiently.
The role holder will also take responsibility for dealing with all aspects of clients’ renewal applications and working on ad hoc projects including (but not limited to): concern lists, sector analysis, client portfolios and others as required.
Your responsibilities will include:
A key part of the Relationship Management team, the Relationship Support Associate allows the RMs to spend more time with customer
Prepare all relevant pre and post customer documentation, collation / analysis of financial / non-financial information and coordination of products/solutions which suit customer needs, to draft the credit application / renewal papers on behalf of the RM to a high quality.
On behalf of the RM, undertaking the appropriate analysis and preparation of proposals, presentations and pitches to prospective customers including facility definition including preparation of deal structuring, term sheet, security, covenants, and pricing of facilities (standard)
Participate in the deals and discussions with clients alongside the RMs to gain as much experience of relationship management and the management of complex credits
Demonstrate courageous integrity in all dealings
Ensure the consistent application of Group policy and adherence to regulatory, financial, and legal standards to minimise business and reputational risks
Desired profile
The Relationship Support Analyst role is based within UK MME.
The role of the Relationship Support Analyst is to proactively support the Relationship Managers (RMs) to enable them to deliver the optimum contribution towards the CMB Annual Operating Plan (AOP), improve client engagement, maximise operational efficiency and allow the RMs to spend more time with clients and grow income.
The role holder will work closely with the RMs in preparing call reports, research for the client and sector / industry, financial / operating analysis, account conduct, supplier / buyer analysis and other referred remarks in CARM. In addition, supporting RMs at client meetings, preparing remarks, coordinating the application process, security and product/solution process on behalf of the RMs, and ensuring that appropriate systems are kept up to date and used efficiently.
The role holder will also take responsibility for dealing with all aspects of clients’ renewal applications and working on ad hoc projects including (but not limited to): concern lists, sector analysis, client portfolios and others as required.
Your responsibilities will include:
A key part of the Relationship Management team, the Relationship Support Associate allows the RMs to spend more time with customer
Prepare all relevant pre and post customer documentation, collation / analysis of financial / non-financial information and coordination of products/solutions which suit customer needs, to draft the credit application / renewal papers on behalf of the RM to a high quality.
On behalf of the RM, undertaking the appropriate analysis and preparation of proposals, presentations and pitches to prospective customers including facility definition including preparation of deal structuring, term sheet, security, covenants, and pricing of facilities (standard)
Participate in the deals and discussions with clients alongside the RMs to gain as much experience of relationship management and the management of complex credits
Demonstrate courageous integrity in all dealings
Ensure the consistent application of Group policy and adherence to regulatory, financial, and legal standards to minimise business and reputational risks