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Client Relationship Manager
2 months ago
Area of Interest: Advisory Services, Commercial Banking
A role as a Client Relationship Manager within the Commercial & Wealth Management division entails the responsibility of expanding the portfolio of business clients assigned to you. The diverse and intricate tasks will enable you to become a trusted advisor in all your clients' financial endeavors.
Your Responsibilities:
- Identify and cultivate business opportunities within your market, enhancing your commercial client base and formulating business development strategies.
- Assist clients in achieving their business goals by recommending financial strategies tailored to the optimal mix of Bank products and services.
- Adapt and refine financial products and advisory approaches to meet clients' evolving needs.
- Negotiate agreements with clients, ensuring compliance with risk management standards and profitability criteria.
- Develop comprehensive business development plans.
- Support the Associate Vice-President in achieving objectives.
- Collaborate with the Manager – Financing Solutions.
- Engage in various networking events (cocktails, conferences, etc.).
- Identify and assess all risks associated with the activities in the Personal and Commercial Banking sector.
Your Team:
Within the Commercial & Wealth Management sector, you will be part of a team of professionals dedicated to supporting commercial clients. You will also have access to a network of experts to assist you in providing the best solutions for customers.
This position reports to the Regional Vice-President and involves working with clients in the designated region.
Training and Development:
Our hands-on training programs will equip you with the skills necessary to excel in your role. Collaborating with colleagues from diverse backgrounds will enhance your professional growth.
Basic Qualifications:
- 4 to 8 years of experience in sales and business development within the financial sector, based on your academic background:
- University certificate with 8 years of experience
- Bachelor's degree with 6 years of experience
- Master's degree with 4 years of experience
- Proven experience in sales and business development
- Experience in financial statement analysis
- Familiarity with commercial credit
Essential Skills
- Accountability
- Business Development
- Networking
- Client-focused Approach
- Commercial Banking Knowledge
- Communication Skills
- Diversity & Inclusion Awareness
- Results-oriented Mindset
- Emotional Intelligence
- Empathy
- Financial Analysis Skills
- Humility
- Initiative
- Learning Agility
In addition to competitive compensation, you will have access to a variety of flexible benefits designed to promote your well-being and that of your family:
- Health and wellness programs with multiple options
- Flexible group insurance plans
- Generous pension scheme
- Employee Share Ownership Plan
- Employee and Family Assistance Program
- Preferential banking services
- Opportunities for community involvement
- Telemedicine services
- Virtual sleep clinic
These are just a few of the benefits available to you. We offer a comprehensive package that aligns with current trends and meets the needs of you and your family.
Commitment to People:
We are a bank that prioritizes a human-centered approach, distinguished by our courage, entrepreneurial spirit, and dedication to people. Our mission is to positively impact lives. Our core values of partnership, agility, and empowerment guide us, and inclusivity is central to our commitments. We strive to create a workplace that is accessible to all employees.
We are committed to ensuring our recruitment process is fully accessible. If you require accommodations, please inform us during the initial conversations. We welcome all candidates to explore opportunities with us.
