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Trust Marketing and Portfolio Head
2 weeks ago
Are you passionate about finance and building trusted relationships with clients? Do you thrive in a dynamic, fast-paced environment where innovation and collaboration are valued? If so, we have an exciting opportunity for you
Why Us:
Be part of a forward-thinking team shaping the future of business financing.
Innovation is our mantra – your ideas will be the heartbeat of our success.
Collaborate with diverse clients and industries, making every day a unique challenge.
What You'll Do:
As the Trust Marketing and Portfolio Head, you will be responsible for driving sales growth and managing client portfolios within our trust division. You will lead a team of talented professionals, foster a culture of success, and ensure the highest level of service delivery to our valued clients.
Conduct in-depth financial analyses, unleashing the power of data to drive informed lending decisions.
Build and nurture strong relationships with clients, guiding them towards financial prosperity.
Collaborate with cross-functional teams to ensure seamless loan processing and client satisfaction.
What We're Looking For:
Develop and execute strategic sales plans to achieve revenue targets and expand our client base.
Cultivate strong and deepening client relationships by expanding product usage and increasing share of wallet.
-.Monitor portfolio performance, assess risk, and make recommendations to optimize asset allocation and investment strategies
Stay abreast of industry trends, regulatory changes, and market developments to inform decision-making and ensure compliance.
Perks and Benefits:
Workspace with a vibrant, collaborative atmosphere
Competitive compensation package and performance-based bonuses
Opportunities for career growth and professional development in a supportive and collaborative environment
If you are a dynamic leader with a passion for sales and wealth management, we want to hear from you
Join us in shaping the future of finance and making a positive impact on the lives of our clients.
Apply now and take the next step in your career journey with PSBank.
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