Senior Financial Solutions Manager

Business Strategy Development for Korean Multinationals in Mexico

This role involves managing key client relationships, identifying growth opportunities, and providing customized financial solutions that align with client needs.

• Client Relationship Management : Manage a portfolio of multinational clients, focusing on Korean MNCs. This includes acting as lead relationship manager for certain subsidiaries and representing the bank to corporate clients.
• Business Development : Identify new business opportunities within the client base. Expand the bank's reach by engaging with clients and promoting transaction banking products and services.
• Strategic Support : Assist in structuring and negotiating financial solutions, such as credit facilities and transaction services. The role involves preparing client presentations and collaborating on documentation review and pricing.
• Cross-functional Collaboration : Partner with teams to identify cross-selling opportunities. Coordinate with support units to ensure seamless execution and client onboarding.
• Risk Management : Analyze clients' creditworthiness and prepare proposals using internal risk assessment tools. Monitor credit line usage to ensure compliance with bank policies.
• Operational Oversight : Supervise the implementation and performance of transaction banking services. Conduct annual reviews and maintain records in CRM systems.