The incumbent leads regional treasury operations, managing liquidity, FX, and money market activities within regulatory limits to optimize profitability, support strategic initiatives, and ensure effective risk and relationship management.
Responsible for reporting portfolio data, coordinating loan closings, maintaining accurate documentation, and providing insights to support credit decisions while ensuring compliance and timely communication with internal and external stakeholders.
The candidate will support the Relationship Manager, Private Banking, by handling client queries, administrative tasks, custody trade processing, audit confirmations, and report preparation.
The Senior Portfolio Manager manages client portfolios and relationships, supports business development and investment offerings, and brings expertise in equity portfolios and global asset allocation.
