Banking Partner
A Banking Partner job includesmanaging relationships with high-net-worth clients, generating new business, and achieving sales targets for banking and wealth products. An Individual who focuses on financial analysis and strategy for a company's business units, who involves in managing strategic alliances between a company and financial institutions.
Relationship-focused Banking Partner:
- Client Relationship Management:Build and deepen relationships with a bank's premium or high-net-worth clients.
- Sales and Business Development:Achieve sales targets for various banking and wealth products by identifying opportunities within your client portfolio and acquiring new clients.
- Customer Service:Provide professional service to achieve high client retention and satisfaction.
- Portfolio Management:Manage client portfolios, track performance, and provide advice on investments and financial planning.
- Compliance and Knowledge:Ensure compliance with all bank policies and stay updated on market trends and financial regulations.
Strategic/Partnership-focused Banking Partner
- Strategic Alliances:Identify, nurture, and manage strategic banking partnerships and alliances.
- Stakeholder Management:Act as the primary point of contact with banking partners, managing relationships from deal closure to integration.
- Business Development:Work with partners to develop and strengthen joint offerings.
- Evangelism:Represent the company to bankers and other financial services players to promote products and services.
Finance Business Partner (Internal, Analytical):
- Financial Analysis:Analyze financial data and performance to guide decision-making and develop business strategies.
- Forecasting:Create financial forecasts to help guide business planning.
- Cross-functional Collaboration:Work with various business departments to ensure their financial strategies align with the company's overall goals.
- Reporting and Communication:Convey complex financial information clearly to both management and employees.
