Purpose of the role

To establish and nurture profitable relationships with corporate and individual clients, acting as the bridge between the bank’s offerings and clients’ needs, and ensuring mutual benefit and long-term success.

Accountabilities

• Manage client relationships to identify financial goals, challenges, and risk tolerance; analyze data from investment portfolios and cash flow to uncover trends, insights, and opportunities for improvement.
• Research industry trends, regulatory landscape, and competitive environment to inform strategic recommendations.
• Design customised solutions that address clients’ specific needs and objectives, leveraging the bank’s product and service portfolio.
• Communicate the value proposition of proposed solutions, justify recommendations, and negotiate terms that benefit both client and bank.
• Provide guidance to clients to support financial decisions, offering expert investment advice, ...