Service Relationship Manager - Private Wealth Management
Banking / Insurance / Financial Services
About the Employer
Job Description
Initiating wealth growth requires careful strategizing and comprehensive comprehension.
SERVICE RELATIONSHIP MANAGER - PRIVATE WEALTH MANAGEMENT
Join the No.1 Fund Management Company in Sri Lanka, Nearly 320+ Billion funds are under our management and our clientele consists of over 35,500+ institutional and individual customers. NDB Wealth also manages the largest number of private sector provident funds in the country.
Our Relationship Managers for Private Wealth Management have:
- Assist the Acquisition Relationship Managers to develop, manage and maintain strong relationships with their client base.
- Attending to all client needs that include but are not limited to account opening, documentation, processing of transactions and generating confirmations.
- Managing all client correspondence from the client onboarding process to the subsequent investments and attending client meetings to execute any transactions related to the client account.
- Liaise with all other departments and stakeholders to provide an exceptional and sound customer service and ensure a smooth functioning of operations by proactively identifying and addressing potential challenges.
- Assist with timely monthly reporting for clients.
- Assist the Acquisition Relationship Managers with the collection of market intelligence and competitor data.
- Making client visits when the need arises.
Selected Candidates can look forward for an attractive remuneration packages along with a rewarding career.
Send your resume to [email protected]
