Deadline Date
- December 6, 2024
Job Objective(s)
- Applies financial acumen and economic knowledge to help a high net-worth client reach short-term investment goals or long-term retirement objectives
Duties & Responsibilities
- Aggressive growth of the deposit portfolio of the group in line with set targets.
- Develop structured financial solutions from routine opportunities.
- Management of existing customer relationships for effective wealth creation.
- Timely implementation of customers’ instructions e.g. cheque encashment, funds transfers, cheque / account confirmations, etc.
- Maintain top quality Risk Assets
- Follow up on transactions with units handling them.
- Review credit proposals for presentations to management for approval.
- Account review and monitoring.
- Follow up on facility repayment and recovery of delinquent accounts.
- Daily calls on customers – physically and / or by phone.
- Daily call log of activities to supervisor and division head.
- Other duties as assigned by supervisor.
Key Competencies / Knowledge
- Basic knowledge of accounting and finance.
- Good oral and written communication.
- Good Knowledge of Bank Products.
- Good industry knowledge.
- Good financial analysis knowledge.
- Basic IT knowledge.
- Basic knowledge of Bank processes/procedures.
