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.
Lead the onboarding process for new clients and new products for existing clients, ensuring all relevant documentation and system setups are completed.
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 analysis
Industry trend research
Customized solution design
KYC and AML processes
Stakeholder management
Nice-to-have
Financial Institutions Group experience
Enhanced Due Diligence exposure
CRM tools familiarity
Continuous improvement drive
Attention to detail
Communication skills
Key Requirements
Experience in banking, financial services, or related domain
Knowledge of KYC, AML, and onboarding processes
Good communication and stakeholder management skills