Client Portfolio Manager

7 days ago


Makati City, National Capital Region, Philippines Security Bank Corporation Full time

We are seeking a Client Portfolio Manager to join our team at Security Bank Corporation. In this role, you will be responsible for managing a client portfolio of accounts to deliver budgeted goals and targets through cross-selling of bank products and new account onboarding.

About the Role

The ideal candidate will have experience in Project Financing and/or financing Renewable Energy Projects or other Infrastructure Projects. They will be responsible for preparing credit proposals, identifying new business opportunities, and growing existing client relationships.

Responsibilities
  • Develop industry and product expertise by understanding clients' banking needs and cross-selling SBC's banking solutions.
  • Benchmark and network with other banks' Account Officers to develop industry/sector knowledge and to be updated with banking practices.
  • Oversight of Junior Relationship Managers by coaching and mentoring on account strategy and transaction handling in order to achieve the Team's goals.


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