Description:

To effectively support and deliver excellent service to Private Banking clients by carrying out all their banking transactions ranging from foreign and local transfers, account maintenance, issuance of bank collaterals such as platinum debit card, chequebook, priority pass, credit cards etc.

Job responsibilities

• To deliver excellent and consistent service delivery by setting up clients on internet and mobile banking upon receipt of customer instructions, executing local and foreign transfer instructions within improved turnaround times, processing credit card and loan requests efficiently, and managing customer complaints and enquiries in a timely and professional manner.
• To drive clear and consistent communication on our customer value proposition
• To monitor and maintain attrition rate below the set budget.
• To drive product usage and channel adoption for Private Banking clients
• To manage query and complaint management within the Private Banking segment.

Qualifications and Requirements:

• University Degree

Experience Required

• 3–4 years of banking experience with in‑depth knowledge of private banking clients, their financial needs, and expectations. Strong knowledge of wealth management instruments and investment products, a customer‑centric and service‑oriented mindset to deliver excellent and consistent service, as well as strong verbal communication skills and basic relationship management capability.

Behavioural Competencies:

• Articulating Information
• Embracing Change
• Establishing Rapport
• Following Procedures
• Managing Tasks
• Meeting Timescales
• Producing Output
• Seizing Opportunities
• Showing Composure
• Team Working
• Upholding Standards
• Valuing Individuals

Technical Competencies:

• Active Listening
• Banking Process & Procedures
• Customer Understanding ( Consumer Banking)
• Product and Services Knowledge
• Product Knowledge (Consumer Banking)
• Risk Identification
• Telephone Caller Handling

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