Assistant Relationship Manager – Wealth & Investment

Job Purpose
To support the Relationship Managers through proactively promoting a superior and personalized transactional banking offering to the Wealth and Investment client base in line with the Wealth and Investment value proposition. Processing of client instructions covering account opening, payments, investments, transactional and lending products.

To resolve client queries and complaints in line with the Wealth and Investment service standards
To maximize cross selling opportunities in order to enhance revenue streams whilst minimizing operational losses. Ensure strict compliance with laid-down risk management controls and processes.
Preferred Qualification and Experience

Appropriate Financial or Investment University degree
 
Proven track record in the financial services industry, preferably with relationship management experience in Wealth and Investment, Business Banking or Investment Banking.
3 to 5 years’ banking experience, preferably dealing with high net-worth individuals in a portfolio context.
Experienced in upholding the highest levels of service.
Exposure to branch back-office and sales support functions.
Experience in completing loan applications successfully.

Knowledge/Technical Skills/Expertise

Ability to interpret financial statements.
Ability to process Credit applications and action reports as per the laid down procedures and policies.
High levels of computer literacy – able to capture/update customer database, successfully complete product/lending applications, ensure credit maintenance, etc
Understanding of the high net-worth individual and affluent market – typical profile, lifestyle, financial needs, etc
Knowledge and understanding of segment value proposition – especially the operational activities required to deliver the Wealth and Investment value proposition.
Sound knowledge of all products and channels relevant to this market, including qualifying criteria, documentation requirements, application processes, product/channel features and benefits, pricing, product/channel combination possibilities and efficient product usage through self-service channels.
Thorough knowledge of bank systems.
Thorough understanding of credit principles as well as application and maintenance processes.

Apply via :

careers.peopleclick.eu.com