Premiere Relationship Officer (Wealth Management ) - Binondo
Detalhes do emprego
About Security Bank We are the Philippines' largest independent bank, having won countless awards over the years, including Philippines' Top Employer, named by Statistica, and Best Bank for Diversity and Inclusion, awarded by Asiamoney. We’re changing how people bank. From the moment customers enter our branches to their experience online, we make them feel valued and empowered. Now, with more than 300+ branches nationwide, BetterBanking has become the gold standard in improving the banking lives of millions of Filipinos. But we’re far from done. In our constant pursuit of excellence and improvement, we create teams that support our business and each other. The Role As a Premiere Relationship Officer, you are responsible for all the service needs of high net-worth clients and assist the assigned Wealth Managers in customer engagement. You may also serve as a backup contact point where the wealth manager is unavailable. How you'll contribute
- Supports assigned Wealth Managers in client coverage and service-related activities:
- Assists in the onboarding of new relationships and upgrades
- Receives requests and sends client timely updates via phone/email / non-STP channels related to product queries, transaction confirmations, servicing requirements
- Updates clients on new product ideas (in conjunction with WM and IS)
- Performs service calls to the client to assess needs, address outstanding issues, and gather updates on personal circumstances (e.g., need for secondary accounts for family members, life milestones, travel plans, etc.)
- Reviews and monitors client accounts and provides reports to WM of upcoming maturities and shifts in portfolio balances.
- Monitor client coverage and track contact frequency
- Updates contact activity in the CRM database
- Maintains calendar of key milestones in client’s personal life (birthdays, anniversaries, etc.) and informs RMs and/or sends congratulatory messages, cards, gifts, etc.
- Manages and/or coordinates with branches, different units of the Bank, and third-party vendors to ensure timely attention to
- client deliverables and requests,
- timely resolution of complaints
- completion of transactions (service charges, balance inquiries, checkbook requisition, passbook update, ATM replacement, bank/investments certification, MC/GC/DD/Remittance processing, Automatic Debit Arrangement (ADA) for bills payment, etc.)
- timely delivery of transaction or bank-related certificates and documents.
- Achieves satisfactory customer service KPIs through in-depth knowledge of products and processes.
- Tracks service TATs and raises key process areas for improvement
- To monitor all client records and ensure completeness, accuracy, and compliance in line with bank policy
- Prepares the necessary documentation related to customer account opening, maintenance, and investment transactions.
- Ensures completeness and accuracy of such before submission to relevant units of the Bank.
- Ensures that all required client information is encoded in the system for MIS generation purposes
- Adheres to prescribed policies and procedures, internal control, and regulatory provisions of government and private agencies.
- College graduate with Bachelor's Degree in Business Administration, Finance, Accountancy, Commerce, and any other related courses
- Preferably with 1 year of relevant experience in Banking, Credit Card Companies, Investment Houses, Leasing/Financing Institutions
- With knowledge of bank processes, policies, and regulations
- Excellent client relationship skills
- Good organizational skills
- Detail-oriented; able to multi-task; with initiative, pleasant, and service-oriented
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