Establish and nurture profitable partnerships with both corporate and individual clients.
Management of client relationships to identify financial goals, challenges, and risk tolerance.
Research and understand the client's industry trends, regulatory landscape, and competitive environment.
Design customized solutions addressing the client's specific needs and objectives.
Communicate value propositions of proposed solutions and negotiate beneficial terms.
Provide guidance to clients to support financial decisions.
Assess financial, legal, and operational risks associated with client relationships.
Document all client interactions for transparency and auditability.
Monitor client satisfaction, revenue generated, and other relevant metrics.
Requirements
Experience with Client relationship management; cultivating trusted client relationships to advance their strategic objectives with comprehensive growth support, access to funding, and ongoing day‑to‑day assistance.
Managing stakeholders cross-functionally on different levels of seniority.
Sound knowledge of control and risk framework.
Leveraging knowledge in the innovation economy to identify to originate new business opportunities and accelerate market-share growth across venture-backed sectors
Understanding of the Innovation Economy landscape, including most prominent sectors, with a focus on the specific funding, scaling, and operational challenges of high‑growth businesses.
Project management experience
Experience originating and executing lending opportunities to support growth and expand market presence.