Relationship Manager
Current• Provides responsive, proactive, proficient and efficient personal relationship banking services to Executive Clients (Portfolio management)• Conducts customers training and advices on financial investments, financial analysis and wealth maximization, optimization of client balance sheet growth (assets and liabilities)• Performs review and input to client business plans.• Drives Sales and service delivery to high profile clients.• Manages Loans and Arrears by performing credit… Show more • Provides responsive, proactive, proficient and efficient personal relationship banking services to Executive Clients (Portfolio management)• Conducts customers training and advices on financial investments, financial analysis and wealth maximization, optimization of client balance sheet growth (assets and liabilities)• Performs review and input to client business plans.• Drives Sales and service delivery to high profile clients.• Manages Loans and Arrears by performing credit and risk assessment.• Marketing Champion and Self-service channels project Champion (Online Banking Applications). Show less
