
Strategic Client Partner
7 days ago
We are seeking a professional to manage client relationships, providing exceptional service and fostering long-term partnerships. This role requires a deep understanding of clients' financial goals, challenges, and specific needs, as well as the ability to provide tailored financial solutions that meet their business objectives.
Key Responsibilities:- Client Relationship Management: Develop and maintain strong relationships with corporate or business clients within the assigned division or segment.
- Client Needs Assessment: Understand clients' financial goals, challenges, and specific needs related to their industry or segment.
- Financial Product Knowledge: Have a deep understanding of financial products and services, including loans, credit facilities, deposit products, and treasury services.
- Client Engagement: Act as the primary point of contact for clients, addressing their inquiries, providing information, and resolving any financial service-related issues or concerns.
- Business Solutions: Work closely with clients to provide tailored financial solutions and products that meet their specific business needs, helping them achieve their financial goals.
- Cross-selling: Identify opportunities to cross-sell or upsell additional financial products or services to clients, increasing the organization's share of wallet.
- Financial Analysis: Collaborate with clients to assess their financial health, creditworthiness, and risk profiles, helping tailor financial solutions accordingly.
- Compliance: Ensure that all financial interactions and transactions with clients comply with relevant regulatory requirements and internal policies.
Requirements:
- Deep understanding of financial products and services.
- Strong relationship management skills.
- Ability to provide tailored financial solutions.
- Excellent communication and problem-solving skills.
- Knowledge of financial regulations and policies.
Benefits:
- Opportunity to work with diverse clients and industries.
- Chance to develop and implement innovative financial solutions.
- Collaborative and dynamic work environment.
About Us:
This is a summary of the job description. The actual job description may vary depending on the company and the position.
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