Portfolio Treasury Advisor

5 days ago


Singapore Argyll Scott Full time

As a Treasury Relationship Manager, you'll be responsible for managing a portfolio of existing accounts and providing cash management and financial solutions. This role involves working closely with sales, operations, and other internal teams to deliver exceptional client service.

Responsibilities:
  1. Main Point of Contact: Be the primary point of contact for assigned clients, addressing their queries, resolving issues, and ensuring they're satisfied with our services.
  2. Treasury and Cash Solutions: Offer customized treasury and cash management solutions to meet clients' needs, including payment solutions, cash management tools, and investment options.
  3. Sales Team Support: Collaborate with sales teams to understand client requirements, assist in creating proposals (RFPs) to secure new business, and guarantee all transactions adhere to regulatory and internal guidelines.
  4. Project Participation: Engage in internal projects, such as system updates or client migration initiatives, and continually seek opportunities to enhance client satisfaction.

To succeed in this role, you'll require at least 2-3 years of experience in Client Services, focusing on delivering treasury and cash management solutions to corporate/financial institutional clients. You should possess strong presentation, communication, time management, problem-solving, interpersonal, and teamwork skills.



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