Develop and manage a customer base, building long-term relationships with an assigned portfolio of clients.
Oversee the total wealth of clients, matching financial and investment product solutions to their needs.
Demonstrate a genuine interest in customers, helping them achieve their financial goals.
Collaborate with Product Specialists to provide advanced technical support and address multiple client needs.
Promote services to potential clients, explore their needs, and refer them to relevant business units when necessary.
Requirements:
University-level education, preferably in finance, business, or a related field.
>6 years of experience in a client-facing environment within banking with strong relationship-building skills.
Proven sales ability with a customer-centric approach and excellent communication and interpersonal skills.
A strong understanding of financial markets and a genuine interest in staying informed.
A mature, independent mindset with the ability to perform effectively under pressure.
Relevant CMFAS certificates
To apply online please use the apply function (EA: 94C3609/ R21103354)
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Principal Responsibilities:
Develop and manage a customer base, building long-term relationships with an assigned portfolio of clients.
Oversee the total wealth of clients, matching financial and investment product solutions to their needs.
Demonstrate a genuine interest in customers, helping them achieve their financial goals.
Collaborate with Product Specialists to provide advanced technical support and address multiple client needs.
Promote services to potential clients, explore their needs, and refer them to relevant business units when necessary.
Requirements:
University-level education, preferably in finance, business, or a related field.
>6 years of experience in a client-facing environment within banking with strong relationship-building skills.
Proven sales ability with a customer-centric approach and excellent communication and interpersonal skills.
A strong understanding of financial markets and a genuine interest in staying informed.
A mature, independent mindset with the ability to perform effectively under pressure.
Relevant CMFAS certificates
To apply online please use the apply function
...
(EA: 94C3609/ R21103354)
show more
skills
no additional skills required
qualifications
no additional qualifications required
education
Bachelor Degree
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about the company An established bank with a stable and growing footprint across the corporate banking space in the region. about the job Responsible for managing a portfolio of new/existing corporate clients in Asia Pacific, with a special focus on the Australia market, across lending, deposits, etc.Manage client relationships whilst collaborating with other branches to expand the client base and business pipeline.Originating and executing transactions wi
about the company An established bank with a stable and growing footprint across the corporate banking space in the region. about the job Responsible for managing a portfolio of new/existing corporate clients in Asia Pacific, with a special focus on the Australia market, across lending, deposits, etc.Manage client relationships whilst collaborating with other branches to expand the client base and business pipeline.Originating and executing transactions wi
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about the companyA corporate bank with operations in more than 10 countries globally that provides corporate banking services has an approved headcount for a Relationship Manager.about the jobBringing onboard new client and maintaining existing relationshipsEvaluating, selling and cross-selling banking products to meet the business needs of assigned portfolio of corporate clientsConducting in-depth credit analysis and putting up credit proposals by stipula
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about the job As a Portfolio Sales Manager, your primary responsibility will be to actively engage and cross-sell to SME accounts within your portfolio, aiming to increase the Products Per Client (PPC) and enhance client loyalty to the bank.Responsibilities:Engage with existing portfolio clients to cross-sell various products, including:Acquisition of Operating Accounts & DepositsWealth Solutions referrals (Bancassurance, Foreign Exchange, Investments)Stra
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