As a Relationship Executive, you’ll manage an established portfolio of commercial clients while continuing to grow it through new acquisition and identifying further opportunities within your portfolio
Job Summary
As a Relationship Executive, you’ll manage an established portfolio of commercial clients while continuing to grow it through new acquisition and identifying further opportunities within your portfolio.
You’ll deliver tailored solutions across working capital, asset finance, home and investment lending, risk management, and wholesale investment advice.
Build and maintain strong client relationships through proactive engagement and outstanding service.
Matching Summary
As a Relationship Executive, you’ll manage an established portfolio of commercial clients while continuing to grow it through new acquisition and identifying further opportunities within your portfolio.
Skills & Requirements
Must-have
manage commercial client portfolio
new client acquisition
tailored financial solutions
commercial lending and credit writing
banking products and financial analysis
Nice-to-have
passion for helping businesses grow
strong client relationships
proactive client engagement
local expertise
exceptional service
Key Requirements
Proven experience managing a successful small business or commercial banking portfolio
Strong commercial lending and credit writing skills
Deep understanding of banking products and financial analysis
Ability to interpret financial documents and cash-flow drivers
Passion for customer service and business development