MGR-AVP, Relationship Manager, Corporate Wealth Management
Core
Marketing and sales of deposit products, cash and trade management solutions, and Global Markets products to commercial banking customers.
Role type
Corporate Wealth Management Relationship Manager
Builds
Deposit portfolios and cross-sold financial products for commercial clients
Domain
Banking / Corporate Wealth Management
Deliverable
client delivery
Required skills
corporate/commercial wealth management sales, financial products knowledge, financial markets expertise, foreign exchange policy knowledge, economic environment analysis, client acquisition, relationship deepening, KYC compliance, business judgment, sales program implementation
Preferred skills
negotiating, influencing, presentation, networking, client service, time organization, management strategy alignment
Technologies
N/A
Responsibilities
Market and sell deposit and trade management solutions to commercial clients; Collaborate with borrowing teams to drive deposit growth; Build customer loyalty and satisfaction; Ensure high standards of sales practices and investment advice; Identify market opportunities and implement sales programs; Acquire new clients and deepen relationships through cross-selling; Manage customer relationships including KYC compliance; Safeguard bank and customer interests; Ensure compliance with bank policies on behavior, sales, and marketing
Seniority
Manager / Associate Vice President, hands-on IC
