Premier Relationship Officer, Sunway

We are seeking ambitious individuals to join our International Wealth and Premier Banking team as a Premier Relationship Officer. You will work with colleagues to define, manage and achieve divisional business targets.

Responsibilities:

• Complete daily sales administrative tasks, including organizing and checking sales application forms, signing sales documents, and scanning and filing completed forms.
• Assist Relationship Managers (RMs) in replying to customer emails, handling banking transaction requests, and other requests from premier clients.
• Handle customer complaints and follow-up tasks.
• Create appointments for customers upon request.
• Identify customers who have not been contacted quarterly and create leads for RMs to follow up.
• Monitor RMs' campaign call lists and event triggers.
• Assist RMs with file reviews, CAMP, FCC calls, or monitoring.
• Cross-sell and refer customer needs to Product Relationship Managers (PRMs).
• Educate customers on digital banking.
• Serve as the main contact point for customers, fulfilling their service needs.
• Ensure proactive updates of accurate customer information in the bank's system.
• Temporarily hold resigned RMs' portfolios and fulfill their service needs.
• Assist RMs in opening accounts.

Requirements:

• Customer engagement
• Basic planning and organizing
• Appointment making skills
• RMP & WPT
• Wealth Management and Proposition