Description
We are seeking a Premier Relationship Officer to join our International Wealth and Premier Banking (IWPB) team in Puchong. You will work with colleagues to define, manage, and achieve divisional business targets.
Responsibilities:
- Complete daily sales administrative tasks, such as organizing and checking sales application forms, signing sales documents, and scanning and filing completed forms.
- Assist Relationship Managers (RMs) with customer requests, such as replying to emails, handling banking transactions, and investigating customer complaints.
- Identify customers who have not been contacted quarterly and create leads for RMs to follow up.
- Monitor campaign call lists and event triggers assigned by CVM.
- Assist RMs with file reviews, CAMP, FCC calls, or monitoring when required.
- Cross-sell and refer customer needs to Product Relationship Managers (PRMs).
- Educate customers on digital banking and serve as the main contact point for clients.
- Ensure proactive updates of accurate customer information in the bank's system.
- Temporarily hold resigned RM portfolios and fulfill their service needs.
- Assist RMs in opening new accounts.
Requirements:
- Customer engagement
- Basic planning and organizing
- Appointment making skills
- RMP & WPT
- Wealth Management and Proposition
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