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
Diploma/ Degree
Experience Required
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
Remote Work :
No
Employment Type :
Full-time
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 providin...
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
Diploma/ Degree
Experience Required
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
Remote Work :
No
Employment Type :
Full-time
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