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
First Degree
Additional Information
Behavioral Competencies:
- Adopting Practical Approaches
- Articulating Information
- Checking Details
- Developing Expertise
- Embracing Change
Technical Competencies:
- Account Opening & Maintenance
- Evaluating Risk Management Effectiveness
- Financial Acumen
- Product and Services Knowledge
- Product Related Systems
