WB Relationship Manager
Core
Manage and develop relationships with wholesale banking clients to achieve financial targets and ensure sustainable growth.
Role type
Senior IC wholesale banking relationship manager
Builds
Production financial products and services for corporate clients
Domain
Banking, Wholesale Banking
Deliverable
client delivery
Required skills
Financial product knowledge, credit analysis, financial modeling, relationship management, negotiation, strategic planning, market analysis
Preferred skills
Problem-solving, adaptability under pressure
Technologies
Financial software, credit risk systems
Responsibilities
Manage existing wholesale banking client portfolios and acquire new clients; Analyze client financial needs and recommend appropriate products like loans, trade finance, cash management, and investments; Create and execute individual client financial plans; Assess client credit risk and prepare detailed credit reports; Coordinate with internal teams (product, credit, operations) to deliver best-in-class service; Monitor market trends, economic conditions, and regulations to provide insights to clients and the bank.
Seniority
Mid-Senior, hands-on IC
