Manage a personal portfolio of clients by providing individual financial advice and guidance. Act as a digital guide to help clients navigate banking applications and identify new business opportunities.
Assist in the development of a new online organizational unit within the company. Manage the preparation, submission, and processing of financing cases using the online tool while collaborating with sales and operations teams.
Provide advisory services on insurance products and manage a portfolio of clients provided by personal bankers. Utilize a modern advisory model to address client needs while working within a banking environment.
Focus on online corporate banking consultancy and identifying new business opportunities with minimal administrative burden. Responsible for selling complex financial products and managing communication with potential clients.
