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About The Position
The purpose of the role is to establish and nurture profitable partnerships with both corporate and individual clients. It serves as a bridge between the bank's offerings and clients' needs, ensuring mutual benefit and long-term success. The position involves managing client relationships to identify financial goals, challenges, and risk tolerance, supporting the analysis of data from various sources, including investment portfolios and cash flow, to identify trends and areas for improvement. Additionally, it requires research and understanding of industry trends, regulatory landscapes, and competitive environments to inform strategic recommendations. The role also includes designing customized solutions that address specific client needs, communicating the value proposition of proposed solutions, and providing guidance to clients on financial decisions, investment advice, and risk management strategies. Furthermore, the position entails assessing financial, legal, and operational risks, documenting client interactions, monitoring client satisfaction, and evaluating the effectiveness of relationship management efforts.
