International Banking
Private & Investment Banking Mauritius

Duties included data capturing, data sort and cleaning, data analysis and the formulation and analysis of statistics.
Computer packages used included MS Office, Groupwise and Quattro Pro

The objective of the Structured Lending Specialist is to source potential clients through their existing networks, specific advertising campaigns or leads.
I am responsible for client acquisition by sourcing clients through my own networks, referrals or leads.
I handle assessment of client suitability. This includes meeting with potential clients to assess their balance sheet and ensure that they meet the bank's minimum requirements. It further includes looking for cross selling to other areas of the business such as Wealth Division as well as products relating to helping client with future risk factors.
Identification of client's specific needs and meeting with client to identify their exact requirements.
Structuring of proposals. The compilation of proposals for presentation at the credit committee.
I am responsible for handling market deals, including investment and lending, as well as offshore and fiduciary services.
I am accountable for closing of the deal and the preparation of the necessary paper work and signing of final documentation with client.
I am involved in financial analysis, prepare credit and deal forum presentations at national level and assist with major marketing events such as golf days and investment seminars.
I am responsible for sales training, general management of accounts and portfolios as well as business analysis and Individual Portfolio Analyses.
Computer packages used include MS Office, Groupwise, Quattro Pro and Lotus Notes.

All Residential and Commercial Structuring for High Net Worth & High Income Clients

The primary focus of the position is to identify, establish and retain a wealth management relationship with affluent clients.
I am required to assess client's needs and provide wealth solutions. This requires detailed financial planning, understanding of tax and investment or risk solutions. My role is to build a book of assets under management and to retain these client relationships. I am responsible for identifying cross-selling opportunities where other banking and lending products can be offered to clients.