Position: Relationship officers (Recent Job)

Job Description

• Collaborate with Private Banker to assist clients in accomplishing wealth management objectives.
• Develop and maintain professional understanding of customer base to assist Banker deepening current relationships.
• Perform as key contact for selected customer relationships under Banker guidance.
• Initiate apt activities to ensure on time and scheduled response to customers.
• Ensure to alert Banker with respect to any delays along with potential issues.
• Support to open and link new accounts on One Source.
• Provide assistance to Banker to attain approval on new account openings.
• Review independently all documents and link entire customer accounts to suitable relationship.
• Provide securities details, quotes and valuations to customers.
• Implement and supervise all unsolicited trade activities.

Job Specification

Corporate Position: Junior Officer – Officer

Education: Master’s Degree from recognized university. Preference shall be given to those having degree of CA/ACCA/CPA/CIMA.

Location: Head Office

Experience: Three and four years of experience in commercial bank/audit firm with at least two and three years of exposure in relevant area for applying to Junior Officer and Officer level respectively.