Premier Relationship Officer

Premier Relationship Officer – Responsibilities

In this role, you will:

• Be proactively contacting all the clients in the portfolio to ensure that they are satisfied with the products and services provided, as well as to establish meaningful long-term relationships.
• Ensure service delivered adheres to Group Service Level Standards (e.g. customer waiting time, phone handling efficiency, response to customer complaints, etc.).
• Provide excellent account handling service and administrative support.
• Handle difficult client situations, raising issues to upper management as appropriate, and recommending ways to resolve them.
• Ensure that client transactions and interactions meet all compliance/audit and sales quality standards (i.e. a/c opening and closing, booking of investments, follow up necessary documents).
• Proactively explain products and risk assessment in assisting client purchase of WMT products and assists in acqu...