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Senior Portfolio Manager
2 weeks ago
Drive Business Growth by Managing High-Net-Worth Relationships
Key Responsibilities:- Develop and maintain a portfolio of high-net-worth customers.
- Identify and pursue new business opportunities within the existing client base.
- Collaborate with internal stakeholders to acquire additional clients through referral and networking.
- Build strong understanding of lending and credit procedures to take credit requests from initiation to drawdown.
- Work with colleagues to deliver wealth products and solutions.
This role requires a QFA qualified individual with a minimum of 8 years experience in banking, including negotiation of lending transactions and wealth management.
Strong administration skills are essential, as well as the ability to engage with external networks and build relationships.
A hybrid working model, flexible pension scheme, and employee assistance programme make this a great opportunity to develop your career.
Required Skills and Qualifications:- Customer Relationship Management
- KPI development & Management
- Negotiation & Influence
As a successful candidate, you will be able to demonstrate the following behavioural capabilities:
Behavioural Capabilities:- Customer First
- Collaborates
- Ensures Accountability
