Wealth Manager
Globaleye
Total years of experience :3 years, 10 Months
Key responsibilities and duties:
Providing Insurance & Investment advice to expats
Meeting prospective clients to identify their needs and construct tailored financial plans to help achieve their financial goals.
Providing clients with on-going wealth management services, specializing in portfolio, insurance and investment management.
Ensure that the clients’ portfolio of investments meet legal and regulatory requirements through effective co-ordination with Risk and Compliance departments.
Monitors client’s financial performance identifying opportunities and risk. To complete quarterly reviews as determined by the client status.
Develops and maintains own network of business connections in the local area. Upholding the reputation of the business and demonstrating the key behaviors.
Through proactive analysis and understanding of the client business maintains client commitment.
Through liaison with Client Service Managers ensure excellent standards of customer service are implemented and maintained.
Key responsibilities and duties:
To deliver efficient customer service and in-depth advise after fact find to customers looking to renew their mortgage, Home Insurance, Life insurance and other wealth related products offered by the bank.
Providing telephony and face to face based advice about a range of products, applying expert knowledge of these to meet the needs of external customers including high wealth management customers.
Having a full understanding of the customer's personal circumstance and be able to present a range of mortgage solution recommendations based on these.
Supporting the customer experience throughout; ensuring customers receive the ideal experience and exceptional service throughout.
Managing customer queries and complaints and providing effective feedback to the customer in line with company regulations.
To develop a financial plan that is appropriate to current needs and goals while remaining flexible enough to adjust to changing circumstances.
Develop and maintain strong working relations with all existing clients at key level to optimize utilization of approved facilities
Managing a Portfolio of HNWI.
Proactively enhance relationships with existing and prospective clients to achieve business targets.
Develop and acquire new business to deepen business relationships with existing and potential clients in the identified market segment.
Provide investment advices and tailor-made solutions to clients.
Cross sell various banking products including syndication, cash management, trade, Global Markets products, and etc.
Work closely with counterparts in other countries to ensure a consistent approach to client management, marketing, and product positioning in the region.
Prepare credit proposals and perform financial analysis to facilitate credit assessment and approval.
Monitor underlying credit risk through effective risk management.
Key responsibilities and duties:
To plan and design targeted marketing program, and run that for customers with the many variants of activities allocated to them.
To forecast, monitor and review the performance of our activity. To understand the success of a campaign, thinking of the balance between sales and profit and make recommendations accordingly.
To run and manage regular reporting and post-campaign analysis for all our campaigns, and deliver actionable insights and recommendations from this, so that we always continue to evolve and improve the work we do.
To work closely with other marketing colleagues and help develop new programs and evolve existing campaigns, and to use appropriate analytical and statistical techniques, software and data sources to develop models of customer behavior as foundations for these campaigns.
To be an active, participating member of the Analytical team and the Marketing team of Santander.
courses: CF1: UK Financial Services, Regulations & Ethics (CII) CF6: Certificate in Mortgage Advice (CII)
courses: CF1: UK Financial Services, Regulations & Ethics (CII) CF6: Certificate in Mortgage Advice (CII)