Portfolio Development Specialist

2 months ago


Manila, National Capital Region, Philippines Lewis Glanz Consulting Full time

Job Summary

The Portfolio Development Specialist will be responsible for originating, developing, reviewing, and managing loan portfolio relationships, as well as cross-selling appropriate bank products and services across target segments to contribute to the Bank's objectives in terms of growth, profitability, and client satisfaction.

Key Responsibilities

  • Deepen understanding of account management, business development, marketing, and sales
  • Meet clients from various industries and understand a bank's role in the ins and outs of the client's businesses
  • Be mentored by industry experts and achieve a promising career

Requirements

  • 3-5 years of relevant experience in account management
  • Strong background in credit evaluation and financial analysis
  • With strategic thinking ability and negotiation skills
  • Excellent communication (verbal, non-verbal, written, and presentation) and active listening skills
  • Able to collaborate with cross-functional teams to deliver results


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