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