Corporate Client Account Manager/Client Portfolio Manager recruitment
Responsibilities will include:• Managing an allocated portfolio of clients.• Acting as first point of contact for allocated client portfolio• Providing cash management solutions to allocated clients, to include electronic banking products and liquidity management• Taking responsibility for client related account opening documentation• Liaising with clients face to face and over the telephone• Attending regular meetings with clients in order to review client accounts and to offer value, support and solutions to any potential issues or queries • Carrying out regular client reviews Read more […]