To 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
To 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.
Provide guidance to clients on financial decisions, offering expert investment advice, risk management, and wealth management strategies support.
Matching Summary
To 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
Establish and nurture profitable partnerships
Manage client relationships
Design customised financial solutions
Communicate value proposition and negotiate terms
Provide expert investment and wealth management advice
Assess financial, legal, and operational risks
New business origination through referrals and networks
Nice-to-have
Strong team player and self-starter
Ability to exert influence on colleagues
Apply analytical reasoning and judgement
Drive continuous improvement and innovation
Demonstrate leadership behaviours
Key Requirements
Educated to Degree level
Appropriate regulatory qualifications
Experience managing private client individuals and families
Experience in controlling and monitoring risk within a client book
Experience in the Financial Services industry
Up-to-date understanding of financial markets dynamics