Associate Director

Job Description

Associate Director, Client Management Unit
 

The Associate Director, Client Management Unit is responsible for supporting the management and growth of assigned Financial Institution client relationships. The role focuses on delivering high-quality client coverage, coordinating day-to-day relationship management activities, supporting revenue generation across products, and ensuring adherence to internal policies, risk standards, and regulatory requirements.

The role works closely with senior coverage bankers and product partners to deepen client relationships, improve client satisfaction, and contribute to the achievement of business and financial objectives of the Client Management Unit.

Key Accountabilities

• Support senior relationship managers in managing and growing assigned client portfolios within the Financial Institutions Group.
• Act as a key point of contact for clients on day-to-day matters, ensuring timely responses and high service standards.
• Assist in identifying cross-sell and up-sell opportunities across banking products in collaboration with product partners.
• Maintain a strong understanding of client needs, strategies, and risk profiles.
• Assist in the origination and execution of new business opportunities across lending, transaction banking, treasury, and other relevant products.
• Support preparation of client pitches, proposals, information memorandums, term sheets, and internal approval documents.
• Contribute to revenue growth targets while maintaining portfolio quality and client satisfaction
• Support credit analysis, annual reviews, renewals, and ongoing monitoring of client exposures.
• Ensure compliance with internal credit policies, risk frameworks, and regulatory requirements.
• Assist in managing documentation, conditions precedent, and post-approval monitoring requirements.
• Conduct financial and industry analysis on clients and the broader financial institutions sector.
• Monitor market developments, regulatory changes, and competitive dynamics impacting client portfolios.
• Identify risks and opportunities arising from market or client-specific developments.
• Coordinate closely with product teams, credit, legal, compliance, operations, and risk functions to deliver seamless client solutions.
• Support senior bankers in managing internal processes to ensure efficient execution and delivery.
• Contribute to internal reporting, pipeline tracking, and management information requirements.
• Ensure full compliance with bank policies, procedures, and internal controls.
• Support implementation of governance standards across client management activities.
• Maintain accurate and up-to-date client records and documentation in internal systems.
  

Qualifications And Skills

High attention to detail with strong risk and control awareness

Bachelor’s degree in finance, Economics, Business Administration, or a related discipline.

Typically 6–9 years of relevant experience in relationship management, corporate banking, or financial institutions coverage.

Strong exposure to client management, credit processes, and banking products.

Experience within a Financial Institutions Group or equivalent coverage model is preferred.

Strong client relationship and stakeholder management skills

Solid financial analysis and credit assessment capabilities

Commercial awareness and business development mindset

Strong communication and presentation skills

Ability to manage multiple stakeholders and priorities