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 while 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
PFL product knowledge
Risk assessment and mitigation
Data analysis for insights
Customized solution design
Nice-to-have
Proactive and independent work
Fast-paced environment adaptability
Strategic thinking and business acumen
Digital and technology understanding
Key Requirements
Strong portfolio management capabilities
Excellent client relationship skills
Extensive PFL product knowledge
Previous client service experience beneficial
Excellent time management and organizational abilities