Client Service Manager 私人銀行部 經理 (台中地區)

Job Advert Details

• People responsibility : N
• Report to : VP Client Service
• Job content :
• 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

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