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Relationship Officer - Elite Banking
Commercial Bank of Ceylon PLC•location_onColombo, Sri Lanka
work_historyFull-Timehome_workOn-site
About the Role
Support the Elite Banking unit in servicing high-net-worth clients, assisting with portfolio management, client onboarding, and product cross-selling.
Responsibilities
- Service and grow assigned Elite Banking client portfolios
- Handle KYC documentation and client onboarding processes
- Identify and act on cross-selling opportunities for banking and wealth products
- Provide day-to-day service excellence to high-net-worth clients
- Support Relationship Managers in client meetings and portfolio reviews
Requirements
- DABF / HDBF from IBSL or Bachelor's degree from a recognized university
- Minimum 3-5 years in a front-line banking role
- Knowledge of retail banking products including deposits, loans, and investments
- Strong interpersonal and communication skills
Skills
`client servicing` · `KYC` · `banking products` · `relationship management` · `communication` · `cross-selling`
How to apply
Or apply online: https://forms.gle/TgDTtdzH8FDVGpdr6