Sameer Mhatay

Private Banking Relationship Manager @HBL Bank UK

London, GB

Manage and grow existing client base, with a particular focus on Africa and the Sub continent. Dealing with clients on an advisory and execution basis. Creating investment portfolios using funds. Preparing credit proposals to leverage against portfolios (Lombard lending), real estate and external providers for complex / creative lending. Developing and looking for new investment and trading ideas for clients and banks assets (Treasury - Assist in managing Banks investments and liquidity via fixed income investments). Client On-Boarding - Review files for submission and sign off Standard Risk clients where appropriate under delegated authority. Assist with follow-up and remediation of PEP & HRC reviews and remediation of Standard client reviews. Conducting annual client reviews and portfolio appraisals