The purpose of the role is to establish and nurture profitable partnerships with both corporate and individual clients, acting as a bridge between the bank's offerings and clients' needs
Job Summary
The purpose of the role is to establish and nurture profitable partnerships with both corporate and individual clients, acting as a bridge between the bank's offerings and clients' needs.
Key accountabilities include managing client relationships, analyzing data to identify trends and opportunities, designing customized solutions, and providing expert financial advice.
The role involves supporting client onboarding, servicing, and relationship management activities, ensuring new and existing clients and products are set up on relevant systems and liaising with KYC teams.
Matching Summary
The purpose of the role is to establish and nurture profitable partnerships with both corporate and individual clients, acting as a bridge between the bank's offerings and clients' needs.
Skills & Requirements
Must-have
Client onboarding and KYC processes
AML and onboarding processes
Stakeholder management skills
Attention to detail
Coordination skills
Nice-to-have
Financial Institutions Group experience
Corporate banking clients experience
Enhanced Due Diligence exposure
CRM tools familiarity
Client servicing skills
Key Requirements
Experience in banking, financial services, or related domain