Associate Director

Key Responsibilities

Strategy

• Proactive assistance to the RM with transactional support on new business origination activities, including client research, pitch books, industry leads, and coordination with network and product.
• Client analysis and reporting on post‑origination activities, client meeting documentation, and briefing notes.
• Support RM on sales discipline requirements: account planning process, pipeline maintenance, client call reports, and preparation of deal approval submissions.
• New transactions: deal execution support, document negotiation, coordination with Product Sales and Client Management on documentation matters, deal drawdown, fee booking, and revenue recognition.
• Proactive management of portfolio, including client and product partner engagement to ensure limit utilisation and accurate revenue/returns.

Business

• Provide direct sales support to the RM on all orig...

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