Manager Wealth Management
Core
First point of contact for Wealth Management customers, providing service support and consulting on payment transactions, account openings, deposits, loans, and simple investment solutions.
Role type
Manager Wealth Management
Builds
Standardized investment and financing solutions for corporate and private customers
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Payment transaction processing, Account and deposit management, Loan structuring, Investment product knowledge, MS Office applications, Regulatory compliance knowledge
Preferred skills
Sales techniques, Customer segmentation knowledge, Digital banking platform usage
Responsibilities
Serve as primary contact for customer service inquiries, Consult customers on demand and transaction-oriented needs, Support sales and administrative tasks for the Wealth Management team, Coordinate with specialists for complex customer needs, Assist customers in utilizing digital banking offerings
Seniority
Manager, hands-on client-facing role