Client Portfolio Executive
Core
Provide strategic oversight and operational management of a portfolio of high-value commercial clients to drive sustainable growth and maximize revenue through tailored solutions.
Role type
Senior IC commercial banking executive (portfolio management)
Builds
Production credit applications and client growth strategies for large commercial clients
Domain
Commercial Banking
Required skills
Commercial banking portfolio management, complex credit application assessment, stakeholder relationship management, sales strategy definition, team leadership, compliance adherence, performance reporting
Preferred skills
Experience with complex client structures, proactive performance improvement, adaptability
Technologies
Banking credit policy systems, reporting tools
Responsibilities
Manage and grow a portfolio of large commercial clients with complex banking needs, drive customer service delivery in line with predefined standards, develop and manage internal and external key stakeholder relationships, set tactical goals and optimize resource use, define sales strategy and delivery plans, compose and present credit applications in accordance with bank policy, ensure compliance to legislative and audit requirements, compile progress reports, manage people by executing line manager responsibilities
Seniority
Senior, hands-on IC with team management