Client Lifecycle Management
2 weeks ago
Resposibilities
- Enable client activities through timely action on client requests with high precision
- Leverage leading technology tools to automate and improve efficiency
- Collaborate well with partners from various functions and come up with innovative solutions for our clients
- Maintain client privacy by demonstrating sensitivity and keen understanding of data confidentiality
- Protect the bank by maintaining in-depth awareness of potential breaches and act proactively to prevent their occurrence
Requirements:
- University degree, preferably in banking or finance related discipline
- 0-3 years of experience in bank operational roles, preferably wealth management.
- Keen understanding of client lifecycle processes which includes documentation, screening and static change
- Good client service mindset with excellent communication and problem-solving skills
- Strong risk and control mindset with a structured and logical approach to analysis and problem-solving.
This is open to all candidates who would be able to fulfill the aforesaid requirements
Tell employers what skills you haveNegotiation
CRM
Wealth Management
Management Skills
Data Analysis
Client Communication
Problem Solving
Risk Management
Banking
Screening
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