1.Collaborate with Private Banker to assist clients in accomplishing wealth management objectives.
2.Develop and maintain professional understanding of customer base to assist Banker deepening current relationships.
3.Perform as key contact for selected customer relationships under Banker guidance.
4.Initiate apt activities to ensure on time and scheduled response to customers.
5.Ensure to alert Banker with respect to any delays along with potential issues.
6.Support to open and link new accounts on One Source.
7.Provide assistance to Banker to attain approval on new account openings.
8.Review independently all documents and link entire customer accounts to suitable relationship.
9.Provide securities details, quotes and valuations to customers.
10.Implement and supervise all unsolicited trade activities.
11.Ensure to alert Banker of prospective sales opportunities surface from discussions with clients.
12.Conduct evaluation of client’s accounts.
DEGREE HND OR DEGREE WOULD BE CONSIDERED
THE CUSTOMER RELATION OFFICER MUST POSSESS THE FOLLOWING SKILLS
1.Have excellent verbal and written communication skills
2.Be organized and able to priorities your workload
3.Be driven to meet deadlines to promote customer service