Senior Portfolio Relationship Manager

1 day ago


Singapore WELLS FARGO BANK Full time
Job Overview

We are seeking a highly skilled Senior Portfolio Relationship Manager to join our team in the APAC region. As a key member of our Channel Finance group, you will be responsible for building and maintaining strong relationships with our existing clients.

Job Description

In this role, you will lead or participate in building effective relationships with clients, partner with coverage teams to understand client needs, and analyze complex client portfolios to identify opportunities for growth. You will also perform monthly portfolio reviews to track client financial performance and lead problem loan resolutions.

Key Responsibilities:
  • Build and maintain strong relationships with existing clients in the APAC region.
  • Partner with coverage teams to understand client needs and identify opportunities for growth.
  • Analyze complex client portfolios to identify key issues related to cash flow, liquidity, leverage, and working capital.
  • Perform monthly portfolio reviews to track client financial performance and lead problem loan resolutions.
  • Review and analyze customer's credit facility limit change requests and manage the end-to-end interim credit facility limit change approval process.
Requirements
  • 4+ years of secured or specialized lending relationship management or portfolio management experience.
  • Experience in trade credit or specialized lending relationship management, or credit portfolio management.
  • Fluent in spoken and written English (additional language as Chinese would be plus) due to need for engaging with regional clients.
Preferred Qualifications
  • BA/BS in Business Admin., Accounting, Economics, Finance, or related disciplines.
  • Channel Finance/Trade Finance/Supply Chain Finance/Factoring knowledge.
  • Commercial or corporate banking relationship management experience.
  • Commercial credit training in any major banks highly preferred.
Salary Range:

$120,000 - $180,000 per year.



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