Role Context :

As a Wealth Management Customer Service Professional, you will provide industry leading service & wealth management solutions to our clients. You will be part of a high capability team located across multiple cities working together to provide a high standard of care to clients and Relationship Management team.

Roles & Responsibilities

• Provide world-class customer service to both internal and external clients in all interactions, striving to exceed client expectations
• Process and follow-up on service requests to ensure execution in a timely manner
• Set appropriate timeline expectations for requests and follow-up within that time frame when necessary
• Ability to handle a high volume of requests in a fast-paced environment
• Effectively navigate Company’s systems and resources for all workflow processing and client requests
• Apply verification policies and procedures for all clients to avoid identity theft and fraudulent activity
• Keep current on regulatory Compliance and company guidelines and apply to all activity to ensure risk mitigation
• Risk recognition and mitigation, strong adherence to set processes including ensuring a deep understanding of and adherence to all policies and procedures. Uphold requirements of the Quality Assurance guidelines.
• Adhere to all company processes and policies, regulatory compliance and carry the organisation’s brand through developed functional and behavioral skills
• Work with your line manager and HR to identify personal development and training needs
• Other duties as assigned by your supervisor

Skills and Qualification

• Graduate would be preferred in Wealth/ Private Banking
• Excellent written and oral communication skills
• Decision making skills with strong sense of ownership and ability to work under pressure
• Strong Teamwork and Collaboration
• Take ownership – research, diagnose, troubleshoot, and identify solutions to resolve any issues
• Strong process knowledge of the function