Associate – Client Servicing

About the Role

Associate role in the client servicing team at NDB Wealth Management, responsible for managing client relationships, processing investment transactions, and providing day-to-day portfolio servicing support.

Responsibilities

• Manage day-to-day servicing needs of private wealth clients
• Process investment transactions and handle client queries
• Prepare portfolio reports and performance summaries

Requirements

• Bachelor's degree in Finance, Business Administration, or related field
• 1-3 years of experience in wealth management, banking, or financial services preferred

Skills

`Client relationship management` · `Investment product knowledge` · `Portfolio reporting` · `Microsoft Office` · `Customer communication` · `Transaction processing`

How to apply

Or apply online: https://www.topjobs.lk/applicant/vacancybyfunctionalarea.jsp?FA=BAF