Senior Client Advisor
4 days ago
Job Description
The Senior Client Advisor - Middle Market is responsible for managing a portfolio of middle market clients, identifying opportunities for growth and development, and delivering exceptional client service.
Key Performance Indicators:
- Increase cross-selling and upselling of bank products and services.
- Enhance client satisfaction through proactive relationship-building and issue resolution.
- Monitor and report on client portfolio performance, providing insights and recommendations for improvement.
- Collaborate with internal stakeholders to develop and implement effective solutions that meet client needs.
Requirements:
- Hold a degree in a relevant field, such as Accounting, Finance, Economics or Business, and have 2 to 5 years of experience in a similar role.
- Demonstrate excellent communication and interpersonal skills, with the ability to work effectively in a team environment.
- Ability to analyse complex financial data and make informed decisions.
- Fluent in both spoken and written English.
- Ambitious and results-driven individual with a passion for delivering exceptional client service.
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