Commercial Client Portfolio Manager
Core
Manage and grow a defined portfolio of banking clients by executing relationship management strategies, delivering tailored financial solutions, and driving revenue, asset, and liability growth.
Role type
Mid-level Commercial Client Portfolio Manager
Builds
Client relationships, revenue streams, and portfolio performance within the Banking Sub-Segment
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Relationship management, client acquisition and retention, cross-selling and upselling, credit solution identification, portfolio performance monitoring, regulatory compliance, stakeholder collaboration
Preferred skills
Postgraduate qualification in Business, Finance, or Economics
Technologies
N/A
Responsibilities
Manage and grow a defined client portfolio to achieve revenue and retention targets; Drive asset growth by identifying lending opportunities; Drive liability growth through client acquisition and product utilization; Execute relationship management strategies into actionable engagement plans; Identify and implement cross-sell and upsell opportunities; Build and maintain strong client relationships through regular engagement; Monitor portfolio performance metrics and implement corrective actions; Collaborate with Credit, Risk, Product, and Operations teams; Manage client onboarding, servicing, and retention activities; Resolve escalated client issues; Ensure compliance with regulatory requirements and internal policies; Prepare portfolio performance reports.
Seniority
Mid-level (4–6 years experience, 2–3 years on junior management level)