Banking Partner

A Banking Partner job includesmanaging relationships with high-net-worth clients, generating new business, and achieving sales targets for banking and wealth products. An Individual who focuses on financial analysis and strategy for a company's business units, who involves in managing strategic alliances between a company and financial institutions.

Relationship-focused Banking Partner:

• Client Relationship Management:

  Build and deepen relationships with a bank's premium or high-net-worth clients.

• Sales and Business Development:

  Achieve sales targets for various banking and wealth products by identifying opportunities within your client portfolio and acquiring new clients.

• Customer Service:

  Provide professional service to achieve high client retention and satisfaction.

• Portfolio Management:

  Manage client portfolios, track performance, and provide advice on investments and financial planning.

• Compliance and Knowledge:

  Ensure compliance with all bank policies and stay updated on market trends and financial regulations.

Strategic/Partnership-focused Banking Partner

• Strategic Alliances:

  Identify, nurture, and manage strategic banking partnerships and alliances.

• Stakeholder Management:

  Act as the primary point of contact with banking partners, managing relationships from deal closure to integration.

• Business Development:

  Work with partners to develop and strengthen joint offerings.

• Evangelism:

  Represent the company to bankers and other financial services players to promote products and services.

Finance Business Partner (Internal, Analytical):

• Financial Analysis:

  Analyze financial data and performance to guide decision-making and develop business strategies.

• Forecasting:

  Create financial forecasts to help guide business planning.

• Cross-functional Collaboration:

  Work with various business departments to ensure their financial strategies align with the company's overall goals.

• Reporting and Communication:

  Convey complex financial information clearly to both management and employees.