Service Relationship Manager - Private Wealth Management

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 [visit Job Hub to view e-mail address] "> [visit Job Hub to view e-mail address]