WB Relationship Manager
Core
Manage and expand relationships with wholesale banking customers by understanding their needs and presenting appropriate financial products and services.
Role type
Wholesale Banking Relationship Manager
Builds
Financial products and services for corporate clients
Domain
Banking / Wholesale Finance
Deliverable
client delivery
Required skills
financial product knowledge, financial analysis, problem-solving, negotiation, relationship building, market trend analysis, regulatory compliance
Preferred skills
knowledge of international trade finance, credit management, treasury products
Technologies
N/A
Responsibilities
Manage and develop relationships with existing and new wholesale banking customers to increase market share and generate revenue; Analyze customer financial needs to present diverse products like loans, international trade, cash management, and treasury products; Prepare and present compelling financial proposals and negotiate terms; Monitor and evaluate portfolio performance to identify growth opportunities and manage risk; Collaborate with internal teams like product, credit analysis, and legal to ensure smooth and efficient customer service; Study and understand market trends, economic conditions, and relevant regulations to provide beneficial advice to customers.
Seniority
Mid-level, hands-on IC