AVP, Relationship Manager, Commercial Banking
Core
Proactively identify and acquire new clients, manage existing relationships, and develop tailored financial strategies including investment products and loans for high-net-worth clients.
Role type
Senior IC relationship manager (commercial banking)
Builds
Integrated financial solutions (loans, investment products, wealth management services)
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
client acquisition, portfolio management, financial strategy development, regulatory compliance, negotiation, financial product knowledge
Preferred skills
MBA, CFA designation, experience with high-net-worth clients
Technologies
banking software, Microsoft Office Suite
Responsibilities
Identify and acquire new clients, cultivate existing client relationships, develop tailored financial strategies, monitor client portfolios, collaborate with internal specialists, ensure regulatory compliance, achieve sales targets
Seniority
Senior, hands-on IC