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 by identifying financial goals, challenges, and risk tolerance, analyzing data to provide strategic recommendations and customized solutions.
Contribute to or set strategy, drive requirements, and make recommendations for change, managing resources, budgets, and policies to deliver continuous improvements.
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
Manage client relationships
Identify client financial goals
Research industry trends
Design customized solutions
Communicate value proposition
Provide expert investment advice
Assess financial risks
Nice-to-have
Empowered commercial driven individual
Networking capabilities
Proactive business development
Engage with senior stakeholders
Organize client-facing events
Support fundraising businesses
Leadership experience
Key Requirements
Experience with complex lending £1m+
Experience managing client relationships with business turnover £5m+