Portfolio Analyst

The main duties of the employee will comprise of preparing credit applications and reviews for new and existing borrowing relationships, provide day to day support for the Team's clients, as well as providing general support to the Team's Relationship Managers.

Key Objectives:

To finish credit reviews / applications in a timely manner and to an acceptable standard.

- To maintain client satisfaction through everyday interaction as and when needed.

- To assist Relationship Managers in developing existing relationships and forming new ones.

Principal Responsibilities:

   - Credit reviews / applications

- Gather the necessary information from the client (in conjunction with the client Relationship Manager) to complete the credit review / application

 - Preparation of the above-mentioned document assessing the Client's financial status focusing on Character, Collateral, Capacity to Repay, Cash Flow, and Transaction Structure in line with the KFH Corporate Bank Format

- Provision of Day-to-Day Support for Team Clients

- Responding to customer queries with regard to their accounts and general banking facilities

- Preparation and administration of client account and facility documentation where necessary

- Processing of customer instructions to ensure a timely response and a high quality of service 

- Generally acting as the secondary intermediary (primary intermediary being the Relationship Manager) between customers and the Treasury, Private Banking, and other departments as and where necessary.

Minimum education level/discipline:

Bachelor’s degree in business Related Field

Required experience in terms of region/industry/business/function/role:

0 - 1 Year of experience in similar role