In this role, you will be responsible for meeting or exceeding assigned business development goals. The sbb client manager contributes to the profitability and growth of business banking by building, developing, and managing new and expanded existing relationships (typically high value) with business banking customers.
In this role, the selected candidate will define execution of strategic initiatives and lead implementation across cross-functional teams / create strategic roadmaps for internal and external partners to design, test, and implement transformational business solutions.
In this role, you will responsible, within a team environment, for developing, managing, and retaining full service Wealth Management relationships with high income/high net worth private banking clients.
In this role, you will develop working relationships with a diverse group of business people and gains an understanding of the complex nature of the companys business. Maintain familiarity with the business plans.
In this role you will manage client negotiations; pricing of the product within the target rate of return; proper documentation and closing the transaction; and compliance and conformance with company policy and regulatory requirements.
Build collaborative internal and external relationships to provide the best in client advice and service, develop the business to ensure a seamless experience for the client who has multiple products and services.
In this role, you will manages risk/return and drives quality for new and/or existing clients. Actively identifies and mitigates different types of risk, such as regulatory, reputational, operational and credit risks.
In this position, you must have strong interpersonal skills, including the ability to easily engage others in dialogue, convey sincere interest in building/deepening relationships and demonstrate a commitment to providing personalized service.
In this role, the selected candidate will be responsible for the development of strategic and tactical plans; enhancement of marketing initiatives; growth, execution and inspection of the market playbook; prospect screening.