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Client Relationship Manager
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Fintellect Recruitment is seeking a highly skilled Client Executive to join our team. As a Client Executive, you will be responsible for delivering exceptional customer service to our clients, while also ensuring that risk, internal monitoring, and funding of the client portfolio are maintained in line with business policies.
Key Responsibilities- Liaison with Business Lines and Support Functions
Establish and maintain effective relationships with business lines and support functions to ensure that client needs and requirements are met.
Monitoring and ReportingMonitor and report on exceptional events and items in the day-to-day operation of a client.
Delivering on ObjectivesDeliver on the objectives as set out within the department's Key Performance Indicators.
Operational SetupSupport the operational setup of all existing and prospective clients, including Aquarius functionality, trust account management, debtor management, and online access.
Client Collateral Data ManagementManage the processing of client collateral data in line with the Receivables and other asset financing policies and procedures.
Audit Trails and ReconciliationsMaintenance and verification of audit trails for day-to-day transactions as required by internal policy, including Know Your Transaction ('KYT') requirements.
Client Relationship ManagementSupport the Client Relationship Managers in the effective management of prospective and existing client relationships.
Requirements- Social Skills
Ability to communicate effectively at all levels.
Ability to meet reporting deadlines as required by the Bank's policy.
Resourceful.
Results-oriented.
Ability to work unsupervised.
Excellent organization skills.
Excellent interpersonal skills.
Excellent analytical skills.
Willingness to travel as may be required by the company.
Willingness to seek and attend additional training as required.
Technical Skills2+ years of working within a fast-paced environment.
Excellent Word, PowerPoint, and Excel skills.
Valid passport for travel.
