Job Scope

• Provide administrative support to the team in handling the execution of all wealth management products within deadline and maintaining the sales records.
• Ensure strict compliance with key focus on control and procedural adherence to prevent any operational error.
• Perform checks on accounts opened to ensure that they are in compliant with the bank requirements.
• Ensure that the service principles and standards are followed to achieve the service benchmark.
• Resolve enquiries and provide alternative solutions to meet customers' needs, promptly and efficiently, within reasonable timeline.
• Look out for any suspicious transactions and reporting it to relevant party to reduce reputation risk.
• Manage the operational risk associated with the role and take action to minimize the likelihood of operational risk occurring i.e., executing transactions accurately to prevent any error resulting with losses.
• Examine exception items relating to transactions processing, system messages to prevent any internal fraud and minimizes risks.

Job Requirement

• Degree holder with experience in a retail banking environment with focus on customer service.
• With solid experience in dealing with people.
• Able to handle difficult situations with a tact and diplomacy.
• Able to communicate effectively with a diverse group of people of varying background.
• Meticulous in paperwork and documentation checks.
• Ability to meet assigned deadlines.
• Able to work on half day Saturdays (at least twice a month), subject to business requirements.

Carolyn Ann Santibanez Mendoza EA License No. 02C3423 Personnel Registration No. R1105160

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