Job Description

Provide proactive support to Relationship Managers by delivering a personalized and superior transactional banking experience to Wealth and Investment clients. This includes processing client instructions across account opening, payments, investments, lending, and other transactional products.

Ensure timely resolution of client queries and complaints in line with Wealth and Investment service standards, while identifying cross‑selling opportunities to drive revenue growth. Maintain strict adherence to risk management controls and operational processes to minimize losses.

Qualifications

Education

Field of Study: Finance, Investment or any other related field
CISI certification is an added advantage

Experience Required

3-5 years