Premier Wealth Relationship Officer

Roles & Responsibilities

To execute all Premier-related operational matters for Premier segment and meet the relevant SLA turnaround time.

• Check and ensure completeness of Premier on-boarding service request documentation, system tagging Non-AI and AI customers
• Creation of client accounts for Non-AI and AI customers in Avaloq
• Check and maintain Structured Notes and Equity Phone Sales Application's enrolment sheet
• Support corporate actions instruction sent in my customers and ensure input in Avaloq within stipulated timeline
• Execute loan financing cases for drawdowns, redemptions and monitoring in Avaloq
• Execute payment order to Insurer (ie. Etiqa) for policy inception
• Prepare Welcome / Change of RM / Top-up / Downgrading letters to Premier customers
• Provide assistance at Premier events on-site
• Maintain and track PW Client onboarding / change of RM / downgrading list
• Provide assitance to systems enhancement UAT
• Assist Premier Directors and Senior Premier RMs with TD Support to increase customer engagement

Tell employers what skills you have

Wealth Management

Customer Relationship

UAT

Treasury

Customer Relationship Management CRM

Customer Engagement

Corporate Actions

Trend Analysis

Direct Sales

Retail Banking

Communication Skills

Banking

Articulate

Customer Service

IC

Excellent Interpersonal Communication Skills