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Résumé du poste
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.
Qualifications
- 2 to 4 years Relationship Banking experience required.
- Experience in Business & Commercial Banking is a must.
Responsabilités
- Support the Relationship Manager with day-to-day administration.
- Ensure compliance requirements within the portfolio are met.
- Act as a central office-bound contact point for clients.
Connaissances
Formation
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
- Adopting Practical Approaches
- Articulating Information
- Checking Things
- Developing Expertise
- Embracing Change
- Exploring Possibilities
- Following Procedures
- Interpreting Data
- Meeting Timescales
- Producing Output
- Team Working
- Upholding Standards
- Account Opening & Maintenance
- Evaluating Risk Management Effectiveness
- Financial Acumen
- Product and Services Knowledge
- Product Related Systems (Business Banking)
- Risk Awareness
- Risk Identification
* Le salaire de référence se base sur les salaires cibles des leaders du marché dans leurs secteurs correspondants. Il vise à servir de guide pour aider les membres Premium à évaluer les postes vacants et contribuer aux négociations salariales. Le salaire de référence n’est pas fourni directement par l’entreprise et peut pourrait être beaucoup plus élevé ou plus bas.
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