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A prominent financial institution is seeking a candidate to support the Relationship Manager by handling day-to-day administrative tasks and ensuring compliance for an allocated portfolio. Ideal candidates will have 2 to 4 years of experience in Relationship Banking and relevant qualifications as a FAIS Representative. This role is key in providing sales and service fulfilment aligned with segment targets.
To support the Relationship Manager with the day-to-day administrative (portfolio management), sales, operational functions for an allocated Growth portfolio. To ensure that all compliance requirements within the portfolio are met and act as a central office-bound contact point for the client, providing sales and service fulfilment aligned to segment targets.
Licenses & Certifications: FAIS Representative required
Degree requirements
2 to 4 years Relationship Banking (Client Coverage) | Business & Commercial Banking