Account Executive

About the role

The Account Executive will act as a key liaison between Relationship Managers and internal specialist product teams, supporting client acquisition, onboarding, servicing and retention. You will manage incoming client queries, coordinate meetings and ensure high‑quality service delivery.

Key responsibilities

• Support Relationship Managers in acquiring, onboarding and retaining clients, handling complex requests across banking, investments, credit and digital solutions.
• Lead client service review visits, develop service engagement plans and act as the primary point of contact for new account queries and complex servicing requests.
• Collaborate with Operations, specialist teams and other bank areas to ensure seamless end‑to‑end client experience and compliance with legal, regulatory and internal policies.

Required profile

• Strong logical and systematic approach to tasks with high attention to detail.
• Excellent written and verbal communication skills, able to interact confidently at all organisational levels.
• High integrity and trustworthiness when handling sensitive client data.
• Strong organisational abilities to prioritise workload and meet deadlines in a fast‑paced environment.

Required skills

• Proven ability to manage multiple tasks and deadlines simultaneously.
• Self‑motivated, independent worker with initiative to resolve issues.
• Excellent interpersonal and influencing skills with a client‑focused, collaborative mindset.