Ejecutivo/a Relacion
Core
Ensure direct customer attention in operations and services, ensuring the Wealth Banker dedicates all time to commercial activity for the office.
Role type
Customer Operations Specialist (Wealth Banking)
Builds
Customer service operations and relationship management for Wealth Banking clients
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Customer service, risk mitigation, internal controls compliance, client file management, sales promotion strategies, credit risk management, data protection compliance, negotiation, decision making
Preferred skills
Knowledge of the stock market, AMIB Figure 3 certification, Investment Company Promoter certification, knowledge of asset/liability/insurance products, sales practices, investment services, personal/private/wealth banking tools, credit risk models, operational risk models, credit card granting circuits, clarification circuits, Windows package management
Responsibilities
Guarantee direct customer attention in operations and services, increase client loyalty and retention, update unique client and credit files, ensure operational risk mitigation, establish and coordinate attention and service strategies
Seniority
Individual Contributor