Portfolio Manager

Job Summary

Job holder is responsible for building strong relationships with a portfolio of clients to understand their needs and provide tailored financial solutions and actively identify opportunities to deepen relationships.

Responsibilities

• Manage and constantly touch base with a portfolio of approximately 200 client relationships to build rapport.
• Identify cross‑sell opportunities and referrals.
• Monitor portfolio and act on areas of weakness to protect bank interest.
• Abide strictly within code of conduct and demonstrate alignment with bank values.
• Support colleagues to grow business and outperform as a team.

Skills and Experience

• Customer Experience Management
• Portfolio Management
• Account Management

Qualifications

• Minimum education: degree in any discipline (preferably banking & finance).
• Minimum 3 years’ expe...