Wednesday 08 July 2020
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Relationship Manager/ Account Manager

Trust & Company Enquire


Hours:Full Time

Full Description

A private bank is seeking a Relationship Manager or an Account Manager to join their Financial Intermediaries team for a 4-month period. Key duties:Undertake the day-to-day servicing of existing clients and the execution of their transactionsReceive instructions (payments, security trades, foreign exchanges, Fixed deposits and corporate actions)from clients in person, fax, letter or by telephone. To carry these out directly or indirectly through thecoordination of their completion by Banking Operations, ensuring that all necessary actions are takenfor timely execution of the instructions.To own and develop a portfolio of the banks clientsBuild strong relationships with a growing portfolio of clients by delivering a consistently superior service. Know-How/Competency Requirements:Good background in a front office client supportMinimum of 5 + years experience in the financial services sector including client service andsupervisory/management roles.Target oriented, with a record of meeting set objectivesA willingness to undertake sales management, and in particular in the design and delivery of effectivecalling programmes and cross-selling initiatives.Excellent interpersonal skillsGood project management skills and a track record in working within a teamStrong user awareness of IT skills

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