Acting as primary point of contact for high net worth individual clients externally and clients internally for flow transactional banking elements with the client base
Supports Relationship Managers to deepen high net worth individual client relationships and improve income generation through focused business development activities
Provide support to ensure high net worth client account opening documents are complete and accurate and requirements are met and ensure that any data input is dealt with in a timely manner and in the correct and consistent format
Provide support to ensure that all high net worth client-service related activities are fully in compliance with the processes and procedures contained in it
May be involved in the credit application process by ensuring that all credit applications meet deadlines
Assist Relationship Managers in taking orders and preparing daily transactions accurately, promptly and completely, and ensures smooth co-ordination with processing departments on migrated processes
In liaison with back office and branch operations to complete daily routine
Maintain the highest standard of excellence in client service by attending to high net worth client enquiries and requests
Information
Bachelor degree with major of business related
5 years related experience working with financial institution
Strong knowledge of investment products
Self-starter, smart worker and detail oriented
Good communication and interpersonal skills
English ability in writing & speaking
Prerequisite licenses requirements as following :
Trust Level 4)
Referral to recommend foreign exchange derivative products or derivative financial products promotion work and related management personnel (SPS)
Financial Sense and Ethics)
Foreign exchange business handling and review staff (BIBP) will be required within 3 months after taking the role
GPAD covered
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Manager • Taichung, Taïwan
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