Job Description

Service & Relationship ManagementAttend to customers and assist CRMs in various wealth product  transactions and account opening as needed or resolve problems highlighted by them immediately and accuratelyAssist  CRMs to attend to the  referrals/ leads triggers when CRM is not around, i.e. training, out for appointment, on leave and etcProduce all correspondences, i.e. letter, inquiries within specified turnaround time.Assist  CRMs to review customer accounts and perform service call if neededAssist on the change of CRM’s customer portfolio upon any resignation by reaching out to customers, reemphasize on back up CRM, and team concept to minimise the impact of changes.Assist to handles customer’s complaint referred by CRM, conduct investigation and provide complete and timely problem resolution.Sales Support ManagementWork as a team with CRM to solicit sales by identifying cross sell opportunities among existing customers, as well as relationship deepening.To access and identify leads from various sources/channels as sales referral s in support of acquisition effort.Active participation and support in every aspect of marketing acquisition activities: - i.e customer events, marketing events, campaigns and product launches.Administration/Operations/Compliance:Review and identify opportunities  for service/process improvements by develop/implement action plansReview and highlight any process/service gap and to ensure compliance in place.Actively participate in all product & compliance, meetings.Participate in any project or assignment by immediate supervisor and Head of Department.Ensure completeness of documentation for all investment transactions and investment account openingEnsure completeness of documentation of all Banca transactionsEnsure that RM submits all investment transactions to Ops for filing (both sides tally)Ensure all the checks forPDPAFATQAIBL doneCRSOther compliance related matters.Ensure completeness in reverse enquiry forms 

Job Requirements