Portfolio Relationship Manager

CapBay; Kuala Lumpur; On-site; MYR 70,000 - 100,000; Full time

Job summary

A financial technology firm in Kuala Lumpur seeks a Portfolio Relationship Manager to drive client engagement and lead a team. You will manage client relationships, identify portfolio expansion opportunities, and ensure compliance with company policies. Required are a Bachelor's degree in Finance or related fields and a minimum of 5 years' experience in relationship management in the financial sector. The role demands strong leadership, analytical skills, and a client-focused approach within a dynamic environment.

Qualifications

• Minimum of 5 years of experience in relationship management, preferably in financial services.
• Proven leadership experience and ability to motivate a team.
• Proficiency in financial analysis and portfolio management.

Responsibilities

• Serve as the primary point of contact for client portfolios.
• Identify opportunities to expand client portfolios with banking products.
• Manage and lead a team of relationship managers.

Skills

Relationship management

Leadership

Communication skills

Analytical skills

Problem-solving

Education

Bachelor’s degree in Finance, Business Administration, or Economics

Job description

CapBay operates an award-winning Supply Chain Finance and Peer-to-Peer (P2P) Financing platform. We facilitate inclusive business financing, using existing trade data and relationships. Through our proprietary credit-decisioning model, businesses of all sizes can obtain short-term financing while banks and investors can participate in high-quality financing deals. Additionally, we aim to revolutionize supply chain financing and continue our path of growth and expansion. With our recent market entries into Singapore and Thailand, we are seeking for an individual who is comfortable in communicating and coordinating with the various regional teams. You can find out more about us at www.capbay.com

About the Role

The Portfolio Relationship Manager will play a crucial role in driving client engagement and ensuring the growth and retention of client portfolios. This key position involves managing and nurturing existing client relationships, identifying opportunities for portfolio expansion, delivering tailored financial solutions, and ensuring an exceptional client experience. This position involves leading a team, setting strategic direction, and fostering a high-performance culture to achieve collective goals. Collaborating with cross-functional teams, this role will ensure the company’s commitment to delivering value and building long-term partnerships is upheld.

Key Responsibilities

In this role, you will be expected to:

• Serve as the primary point of contact for a portfolio of clients, ensuring regular communication and addressing their financial needs and concerns.
• Identify opportunities to expand client portfolios by offering additional banking products and services that align with their financial goals.
• Develop and implement strategies to enhance client retention rates, ensuring a high level of satisfaction and engagement with our financing solutions.
• Manage and lead a team of relationship managers, providing guidance, setting strategic direction, and fostering a high-performance culture to achieve business objectives.
• Monitor client portfolios to ensure compliance with the company’s policies and regulatory requirements, proactively addressing any potential risks.
• Work closely with internal teams, including credit, operations, and product development, to deliver comprehensive solutions to clients.
• Analyze client portfolio performance and provide insights and recommendations to improve financial outcomes for both clients and the company.
• Stay updated on market trends, economic conditions, and industry developments to provide informed advice and insights to clients.

Key Qualifications and Requirements

We are looking for someone who has:

• Bachelor’s degree in Finance, Business Administration, Economics, or a related field.
• Minimum of 5 years of experience in relationship management, preferably within the banking, financial services, or peer-to-peer financing sector.
• Proven leadership experience with the ability to manage, guide, and motivate a team, set clear strategic direction, and foster a high-performance culture to achieve business goals.
• Strong interpersonal and communication skills.
• Excellent analytical and problem-solving abilities.
• Proficiency in financial analysis and portfolio management.
• Demonstrates a strong commitment to client satisfaction and the ability to anticipate client needs.
• Focuses on achieving business objectives and driving growth within the client portfolio.
• Works effectively across teams to deliver comprehensive solutions to clients.
• Thrives in a dynamic environment and adapts to changing market conditions and client requirements.