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.
Qualifications
Licenses & Certifications:
FAIS Representative required
Degree requirements
Experience Required
2 to 4 years Relationship Banking (Client Coverage)
Business & Commercial Banking
Additional Information
Behavioural Competencies:
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
Technical Competencies:
Account Opening & Maintenance
Evaluating Risk Management Effectiveness
Financial Acumen
Product and Services Knowledge
Product Related Systems (Business Banking)
Risk Awareness
Risk Identification
Please note:
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