Job Description
To provide a general administrative and fulfilment function for Affluent Express, Private and Prestige/Executive Clients. To provide an account maintenance and investment roll-overs service including general portfolio management administration.
Qualifications
Minimum Qualifications
Type of Qualification: Diploma
Field of Study: Business Commerce
Type of Qualification: Degree in Business Administration or equivalent
Experience Required
Affluent Clients
Personal and Private Banking
3-4 years
Experience of the bank’s products, processes and systems. Understands regulations governing the management of financial services and other relevant bank policies.
Additional Information
Behavioral Competencies:
- Adopting Practical Approaches
- Articulating Information
- Challenging Ideas
- Developing Expertise
- Documenting Facts
Technical Competencies:
- Active Listening
- Customer Reception and Channelling
- Difficult Calls Management
- Electronic Communications & Devices
- Query Resolution