VP, Relationship Manager, Commercial Banking
Core
Manage and grow a portfolio of high-net-worth or corporate clients by providing tailored banking products, services, and wealth management solutions.
Role type
Senior IC relationship manager (commercial banking)
Builds
Loans, deposits, investments, and wealth management solutions for corporate and high-net-worth clients
Domain
Commercial banking / Financial services
Deliverable
client delivery
Required skills
Financial analysis, risk assessment, sales target achievement, client relationship building, product knowledge (lending, deposits, investments, treasury), regulatory compliance
Preferred skills
FIMM, PCE, CMFAS certifications
Technologies
Microsoft Office Suite (Word, Excel, PowerPoint)
Responsibilities
Proactively manage and grow a portfolio of high-net-worth or corporate clients; Develop deep understanding of clients' financial situations to provide tailored solutions; Conduct thorough financial analysis and risk assessments; Prepare and present compelling financial proposals; Act as primary point of contact for clients; Collaborate with internal stakeholders to deliver seamless service; Stay updated on market trends and regulatory changes; Achieve sales and revenue targets; Maintain accurate client records.
Seniority
Senior, hands-on IC