Transaction Banking Account Manager

Job Description

Purpose of the role\n\n

To establish and nurture profitable partnerships with both corporate and individual clients. It's the bridge between the bank's offerings and clients' needs, ensuring mutual benefit and long-term success.

Accountabilities\n\n

Management of client relationships to identify the clients financial goals, challenges, and risk tolerance to support the analysis of data obtained from various sources, including the investment portfolio and cash flow, to identify trends, insights, areas for improvement and additional services to support client needs.

Research and understanding of the client's industry trends, regulatory landscape, and competitive environment to inform strategic recommendations.

Design of customised solutions that address the client's specific needs and objectives, incorporating a range of products and services from the bank's portfolio.

Communication of the value proposition of proposed solutions, justification of recommendations, and negotiation of terms that are beneficial for both the client and the bank.

Provision of guidance to clients to support their financial decisions, offering expert investment advice, risk management and wealth management strategies support, and updates on market trends to ensure a positive and continuous relationship.

Assessment of financial, legal, and operational risks associated with client relationships, and implementation of measures to minimise potential losses.

Documentation of all client interactions, transactions, and agreements to ensure transparency and auditability, and communicate findings effectively to support product development, service offerings, and the overall bank strategy.

Monitoring of client satisfaction, revenue generated, and other relevant metrics to evaluate the effectiveness of relationship management efforts.

Analyst Expectations