WEALTH SPECIALIST
CITIBANK
Total des années d'expérience :10 years, 9 Mois
Identify and own the client onboarding process
Document client interactions and provide team with time sensitive updates
Execute on team service model
Assist the Financial Advisor Team and/or Senior Business Manager in developing, and monitoring the team's client book segmentation strategy
Engage specialists/partners to address client's needs
Identify and own the client off boarding process
Attend client review meetings to assist in re-discovery conversations, capture notes and follow up in Sales Force, and track all actions/activities to ensure highest level of client service
Monitor and report on client satisfaction and manage the resolution of client escalations
Build and nurture a self-sourced book of HNW/ UHNWI individuals / families with a view to generating a profitable business for the Private Wealth unit
Be proactive and act as an entrepreneur to increase exposure within the target market, carrying out business development and networking to identify new areas for growth and client acquisition.
Undertake responsibility for the performance of the desk and achieving targets set out, whilst ensuring all KYC, AML and other Compliance screenings are adhered to, to the highest standard to ensure quality and compliant onboarding and ongoing monitoring of client relationships.
Be the first point of contact for all managed clients, delivering the highest degree of client service standards.
Role reports into the Head of Asset Management.
- Scout and identify investors with property consultancy needs
- Contact potential clients through calls, emails, etc. to offer them property consultancy services
- Prepare and present business proposals to convince clients and secure a consulting deal
- Monitor the property market to watch out for new and old properties up for sale
- Put properties up for sale by advertising them on various media and advert channels
- Carry out the marketing of property vacancies to attract prospective tenants
- Conduct research and analysis of property market to identify areas with increasing demand and profitability margin
- Maintain an up-to-date knowledge of government housing/property laws and policies
- Build and establish good working relationship with legal counsels and other consulting professionals to exchange ideas and expand personal network
- Evaluate the objectives of an investor to identify their needs and requirements
- Conduct surveys to obtain data which provides information regarding profitable property investments
- Give clients recommendations and advice on appropriate property investments to make
- Maintain a database of commercial, industrial, and residential properties available on the property market
- Develop and implement strategies effective in increasing the value of a property
- Conduct price negotiations with property agents on behalf of a client to reach a favorable bargain.
- Advising clients how to invest their money in mutual funds, to have higher returns
- Importance of some insurance protection services and products
- Building a proper team for team work to reach high targets
- Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information needed to develop a financial plan.
- Recommend strategies clients can use to achieve their financial goals and objectives, including specific recommendations in such areas as cash management, insurance coverage, and investment planning, Review clients accounts and plans regularly to determine whether life changes, economic changes, or financial performance indicate a need for plan reassessment.
- Monitor financial market trends to ensure that plans are effective, and to identify any necessary updates.
- Contact clients' creditors to arrange for payment adjustments so that payments are feasible for clients and agreeable to creditors.
-Confer with clients in order to gather specific information about their backgrounds
-Speak to customers both in person and over the phone, troubleshooting customer issues, explaining products and services and assisting customers with other banking needs.
-Assist customers in a variety of financial areas, including opening savings or checking accounts, retirement planning, loans or investing.
-Have excellent customer service skills and the ability to gain and maintain customers trust.
-Perform bank business promotion activities and Provide advice on financial solutions
-Perform bank business promotion activities and Provide advice on financial solutions
-Stay in constant touch with clients in order to keep them abreast of new products and services
-In charge of Power Of Attorney
-In Charge of Fatca “Foreign Account Tax Compliance Act”
My major was focused mainly on multinational companies,and how to adapt and work in different business economies all over the world,and get to know how people communicate in a different way to reach business targets and goals
my major was focused mainly on sociology and economics