Relationship Manager
Your Career Our Future
Job Summary**
Responsible for managing and growing a portfolio of client relationships, delivering exceptional customer service, and identifying new business opportunities to achieve financial targets for CTBC Bank Co., Ltd.
Job Responsibilities**
* Develop and maintain strong, long-term relationships with assigned individual and corporate clients.
* Proactively identify and assess client needs, offering appropriate banking products and services, including loans, deposits, investments, and treasury solutions.
* Prepare and present financial proposals and solutions tailored to client requirements.
* Monitor client accounts, ensuring compliance with bank policies and regulatory requirements.
* Collaborate with internal departments (e.g., credit, legal, operations) to facilitate seamless client service and product delivery.
* Analyze market trends and competitor activities to identify new business opportunities and threats.
* Achieve individual and team sales targets and revenue goals.
* Maintain accurate and up-to-date client records and activity reports.
* Resolve client inquiries and issues promptly and professionally.
* Participate in training and development programs to enhance product knowledge and relationship management skills.
Job Qualifications**
* Bachelor's degree in Business Administration, Finance, Economics, or a related field.
* Minimum of 3 years of experience in relationship management, sales, or a similar client-facing role within the banking or financial services industry.
* Proven track record of achieving sales targets and building strong client relationships.
* Solid understanding of banking products, services, and financial markets.
* Excellent communication, negotiation, and interpersonal skills.
* Strong analytical and problem-solving abilities.
* Ability to work independently and as part of a team.
* Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
* Fluent in English; additional language proficiency is a plus.