CAIA's Career Center is an easy-to-use, comprehensive resource connecting job seekers with employers in the growing AI field. Use your knowledge and credibility to advance your career or build a talented team for your organization. Opportunities targeted to CAIA Charterholders are prioritized.
In order to search for jobs specifically for CAIA Charterholders or those pursuing the CAIA Charter please enter “CAIA” in the search panel.
This will enable you to search for CAIA specific roles globally.
1.Develop the assigned segment (large cap / mid cap) in the allocated region/geography and contribute to achieving a significant increase in the client base. 2.Assume marketing and sales of credit facilities and cross-selling of other financial services offered by the bank to current and prospective clients. Conduct periodic business calls to review clients' financial needs and opportunities for marketing bank services. 3.Prepare marketing plan on a periodic basis identifying target clients, to pursue and follow up with ongoing calls to capture new business. Prepare an annual forecast of the income for each client and prospect to be incorporated in the annual budget 4.Develop and implement best practices related towards client management for revenue generation 5.Demonstrate an understanding of the cross sell products available to wholesale banking customers including but not limited to, trade, treasury, and investment banking products. 6.Ability to structure credit facilities in a manner that protects the bank's positions as well as satisfies the customer's requirement while taking into account the overall credit profile of the customer. 7.Regularly assess client needs and risk tolerance of the portfolio to recommend appropriate asset allocation on an ongoing basis 8.Work with credit analyst to review, analyze and restructure client portfolios to maintain compliance with model portfolios. Carry out comprehensive financial and non-financial analysis with or without credit analyst, on client's financial statements as part of a complete credit analysis report on new credit requests, or renewal of existing ones prior to the original renew date. 9.Prepare periodic reports and presentations for clients and meet with them on an ongoing basis to review performance results. 10.Position the bank as the client's advisor of choice. Advice clients on complex investment relationships. Structure facilities to be offered to clients based on the client's needs 11.Effectively present new products to clients for enhanced revenue generation. Enhance the depositor base and market liability products 12.Explore and maximize cross-sell opportunities for all products across the bank. Refer potential clients (as and when they come across) to the respective business segment/vertical
Skills / Experience needed for the role:
1. 10 to 12 years of progressive experience with banks with relationships at senior level with clients, with coverage experience of the KSA markets have focused on large corporate entities. 2. Bachelor degree in Finance / Banking / Economics, MBA is advantageous 3. Certification in Credit Management is advantageous 4. The successful incumbent must be based in the GCC and must have GCC relationship management experience 5. Solid credit and structuring skills