Job Description
Job description To establish and nurture profitable partnerships with both corporate and individual clients. Its the bridge between the banks offerings and clients needs, ensuring mutual benefit and long-term success. Accountabilities Management of client relationships to identify the clients financial goals, challenges, and risk tolerance to support the analysis of data obtained from various sources, including the investment portfolio and cash flow, to identify trends, insights, areas for improvement and additional services to support client needs. Research and understanding of the clients industry trends, regulatory landscape, and competitive environment to inform strategic recommendations. Design of customised solutions that address the clients specific needs and objectives, incorporating a range of products and services from the banks portfolio. Communication of the value proposition of proposed solutions, justification of recommendations, and negotiation of terms that are benefici...