Treasures Assistant Relationship Manager, Consumer Banking Group
Core
Support Treasures Relationship Managers and specialists by handling customer service requests, verifying investment instructions, and identifying cross-selling opportunities for affluent Onshore and Offshore clients.
Role type
Assistant Relationship Manager (Consumer Banking)
Builds
Personalised banking and wealth management experiences for Treasures clients
Domain
Consumer Banking / Wealth Management
Deliverable
client delivery
Required skills
Customer service, regulatory compliance, cross-selling identification, investment product knowledge, transactional processing
Preferred skills
Financial advisory certification (CMFAS), branch operations experience
Technologies
Microsoft Office
Responsibilities
Address and follow-up on customer service requests/issues daily, process and verify customer instructions for investment products, offer information on investment products and services, identify cross-selling opportunities for Relationship Managers, assist walk-in customers with requests/transactions
Seniority
Junior to Mid-level, hands-on IC