Client Relationship Associate

JOB DETAILS

Job Type

Permanent

Position Level

Manager

Qualification

Degree

Discipline

Banking

Specialization

Private Banking

Sector

Group Community Financial Services

Experience

3 - 5 years

Salary

Undisclosed

JOB DESCRIPTION

Client Support
- Assist clients with inquiries and concerns about private banking products and services.
- Provide personalized service to ensure client satisfaction.
Client Meetings
- Prepare necessary documentation and follow up on action items prior and from the meetings.
o E.g. expired documents like W8Ben, RPQ, VC form etc
- attend face to face meetings with clients alongside RMs if required
Account Management:
- Manage and update client records, ensuring accuracy and compliance.
o Change of mailing / registered address and contact details
o Change of identification document
o POA changes, etc
- Mo...