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 analyzing data, identifying trends, and designing customized solutions to address specific needs and objectives.
Support client onboarding, servicing, and relationship management activities, ensuring new and existing clients and products are set up on relevant systems.
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 onboarding and servicing
KYC and AML processes
Stakeholder management
Attention to detail
Financial services experience
Nice-to-have
Financial Institutions Group experience
Enhanced Due Diligence exposure
CRM tools familiarity
Corporate banking client experience
Key Requirements
Experience in banking, financial services, or a related domain
Knowledge of KYC, AML, and onboarding processes
Good communication and stakeholder management skills