Responsibilities
Successfully managing a portfolio and meeting sales targets.
Comprehensive understanding of liability products and services, including deposit accounts, debit and credit cards, and loans.
Strong analytical and problem-solving abilities, and the ability to make sound business decisions.
Manage relationship with investment clients on an ongoing basis and provide regular market and portfolio updates in order to increase engagement with clients and increase investments business.
Work collaboratively with teams across the organization, and to demonstrate leadership skills when necessary.
Work in a fast-paced environment, and to adapt to changing business needs.
Department / Functional Area
Sales / Business Development