Establish and nurture profitable partnerships with both corporate and individual clients, acting as the bridge between the bank's offerings and clients' needs
Job Summary
Establish and nurture profitable partnerships with both corporate and individual clients, acting as the bridge between the bank's offerings and clients' needs.
Manage client relationships to identify financial goals, challenges, and risk tolerance, supporting analysis of data to identify trends and additional services.
Advise and influence decision making, contribute to policy development, and take responsibility for operational effectiveness, collaborating closely with other functions.
Matching Summary
Establish and nurture profitable partnerships with both corporate and individual clients, acting as the bridge between the bank's offerings and clients' needs.
Skills & Requirements
Must-have
client relationship management
financial goals identification
strategic recommendations
customised solution design
risk assessment and mitigation
SME client focus
Nice-to-have
authentic listening and inspiration
enterprise alignment
developing others
creative problem solving
stakeholder influence
Key Requirements
Previous experience in business relationship management