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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.

Responsibilities

  • Management of client relationships to identify financial goals, challenges, and risk tolerance.
  • Support analysis of data from various sources to identify trends and areas for improvement.
  • Research and understand industry trends, regulatory landscape, and competitive environment.
  • Design customized solutions incorporating a range of products and services from the bank's portfolio.
  • Communicate the value proposition of proposed solutions and negotiate beneficial terms.
  • Provide guidance to clients on financial decisions, investment advice, and risk management strategies.
  • Assess financial, legal, and operational risks associated with client relationships.
  • Document all client interactions, transactions, and agreements for transparency.
  • Monitor client satisfaction, revenue generated, and other relevant metrics.

Requirements

  • In-depth technical knowledge and experience in the assigned area of expertise.
  • Thorough understanding of underlying principles and concepts within the area of expertise.
  • Ability to lead and supervise a team, guiding and supporting professional development.
  • Demonstrate leadership behaviors to create an environment for colleagues to thrive.
  • Ability to develop technical expertise and act as an advisor where appropriate.
  • Responsibility for end results of a team’s operational processing and activities.
  • Ability to escalate breaches of policies/procedures appropriately.
  • Take ownership for managing risk and strengthening controls.

Nice-to-haves

  • Experience in financial services or banking industry.
  • Strong analytical and problem-solving skills.
  • Excellent communication and interpersonal skills.
  • Ability to build a network of contacts outside the team and organization.

Benefits

  • Commitment to sustainability.
  • Recognition programs.
  • Opportunities for collaboration and making a difference.
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