Portfolio Relationship Manager
CapBay
Posted
2 days ago
Petaling Jaya, Selangor
Remote
MYR 5K
Mid Level
Full Time
Sema Summary
As a Portfolio Relationship Manager at CapBay, you will be responsible for managing client portfolios, strengthening relationships, and driving business growth. This full-time role requires mid-level experience in finance and management, particularly in developing and maintaining client relationships. You will work in a hybrid environment in Petaling Jaya, Selangor. Candidates should have strong interpersonal and communication skills, with the flexibility to adapt in a dynamic work setting.
About Company
CapBay is a leading financial technology company focused on providing innovative financing solutions to businesses. The company aims to facilitate access to capital and enhance the efficiency of financial management.
Core Requirements
- Bachelor's degree in Finance or related field
- 3+ years of experience in relationship management
- Strong analytical skills
- Excellent communication abilities
- Ability to manage multiple client accounts
Responsibilities
- Manage a portfolio of clients effectively
- Develop and maintain strong client relationships
- Identify opportunities for business growth
- Analyze client needs and propose suitable solutions
- Ensure client satisfaction and retention
- Collaborate with internal teams to deliver excellent service
- Prepare reports and updates for management
Must Have skills
Nice To Have Skills
Job Keywords
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