About the role

Relationship Manager - Liabilities

Job Summary:

The Relationship Manager - Liabilities plays a crucial role in driving the growth of our liabilities portfolio. By fostering deep relationships with clients and providing tailored financial solutions, you will contribute to the overall success and stability of our organization.

Key Responsibilities:

Develop and maintain strong relationships with existing and prospective corporate clients to enhance client satisfaction and retention.
Identify client needs and offer tailored liability products, including loans, credit facilities, and other financial solutions.
Conduct regular market analysis to stay informed of industry trends and competitive activities, ensuring strategic positioning.
Collaborate with internal teams to streamline processes and maximize client service efficiency.
Prepare and present proposals to clients, showcasing our capabilities and how we can meet their liabilities requirements.
Monitor account performance and proactively engage with clients to address any concerns or opportunities for growth.
Meet and exceed sales targets to contribute to the overall performance of the liabilities team.

Requirements:

Bachelor’s degree in finance, business administration, or a related field.
Proven experience in relationship management or sales, preferably in a banking or financial services environment.
Strong understanding of liability products and financial markets.
Exceptional communication and interpersonal skills, fostering trust and rapport with clients.
Ability to work independently and as part of a team, demonstrating initiative and problem-solving skills.
Proficient in Microsoft Office Suite and CRM software.
Strong analytical skills with a keen eye for detail.

Preferred Qualifications:

Master’s degree in finance, business administration, or a related discipline.
Relevant certifications such as CFA or CIMA.
Experience in cross-selling financial products and services.
Established network within the local business community.
Fluency in more than one language, enhancing communication with diverse clientele.

Benefits:

Competitive salary with performance-based bonuses.
Comprehensive health and wellness benefits, including medical, dental, and vision coverage.
Retirement savings plan with company matching contributions.
Generous paid time off and flexible work arrangements.
Professional development opportunities and support for continuing education.
Employee discounts on banking products and services.
Dynamic and inclusive work environment that values diversity and collaboration.

Relationship Manager- CASA