Banking Executive

Description

Job Summary: We are seeking a strategic partner for our clients, offering comprehensive, personalized advisory services to maximize the profitability of their assets while balancing risk and liquidity. Key Highlights: 1. Comprehensive, personalized advisory services to maximize wealth 2. Business development and customer prospecting 3. Management and retention of active client portfolios Role Purpose Become the strategic partner of our clients by providing comprehensive, personalized advisory services to maximize the profitability of their assets, always balancing risk analysis and investment liquidity. Key Responsibilities Prospecting and placement of high-value banking products (payroll portability, corporate loans, premium credit cards, and insurance). Market Strategy: Business development through field prospecting, corporate visits, and branch-based service (Hybrid Model). Retention: Managing, monitoring, and deepening relationships with active client portfolios to ensure long-term partnerships. Goal Achievement: Focus on productivity and financial profitability metrics. -Requirements- Minimum Education: Upper secondary education – General Baccalaureate Less than 1 year of experience Knowledge: Advisory capability, sales closing, fieldwork, customer service Keywords: director, management, governance, regency, executive, managing, banking executive, banker, banking, bank executive