Client Relationship Manager Wealth Management

Learn how to identify suitable clients for priority/premier banking and market products and services them. Open client accounts, fulfil local regulatory requirements, understand client on-boarding procedures, profile clients and assess their risk appetite accurately, provide suitable advisory services, undertake credit checks, monitor and manage client accounts, learn to liaise with other departments in a bank as required, write appropriate emails and produce documents as necessary. Know how to develop an effective advisory relationship with clients over time.

August 2017 6 Months LKR 250,000