TBCBANK
Banking
კლიენტებთანურთიერთობისუფროსიბანკირიWMისარარეზიდენტიკლიენტებისმომსახურებისგანყოფილება
“კლიენტებთან ურთიერთობის უფროსი ბანკირი - WM-ის არარეზიდენტი კლიენტების მომსახურების განყოფილება at TBCBANK. Skills: Client relationship management, Financial planning. Manage client relationships. Develop long-term client relationships”
What You'll Achieve.
Grow Assets Under Management (AUM)
Industry & Context.
Risk resolution
What They're Looking For.
Must Have
Bachelor's degree in Finance, 3+ years private banking experience
What You'll Do.
Manage client relationships
Develop long-term client relationships
Provide tailored solutions
Review client portfolios regularly
Present proactive banking offers
Monitor market and competitors
Analyze financial products
Initiate new product launches
Coordinate client onboarding
Prepare documentation for decision-makers
Adhere to internal regulations
Create personalized financial plans
Identify new business opportunities
Work with potential clients
Support junior employees
Share knowledge within team
Collaborate with internal departments
Ensure seamless client service
Cooperate with external partners
Improve client service quality
Manage client information
Manage client documentation
Comply with AML/KYC regulations
Identify challenges and risks
Resolve risks effectively
Liaise with compliance teams
Liaise with AML teams
Adhere to internal policies
Adhere to legal regulations
Adhere to operational risk requirements
How You'll Work.
Team & Collaboration
Internal departments; External partners; Compliance teams; AML teams
Communication Scope
Effective communication
Applying for this კლიენტებთან ურთიერთობის უფროსი ბანკირი - WM-ის არარეზიდენტი კლიენტების მომსახურების განყოფილება role?
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