Job Categories
Articles
|
 |
First Caribbean
|
| Category: |
Finance |
| Description: |
* Wealth management - To provide high quality sales and service support to ensure the smooth operation of the Wealth Management Centre.
- Actively liaise with the Team Leaders within Wealth Management and any other part of the Group or wider to ensure high levels of client service in line with customer primacy.
- Maintain and collate management information under the direction of the team leader.
- Strong clarity of communication with Wealth and Transactional Managers is important to ensure client-servicing requests are carried out efficiently and diligently.
- Responsible for actioning post meeting activities as requested by the Wealth & Transactional Banking Managers.
- Fully support Relationship Managers on product sales and servicing the Wealth Management client.
- Ensure delivery of a high quality service to Wealth Management clients in contact with the wider transactional and wealth teams. Be available immediately for client needs both via telephone and on site.
- Respond promptly to requests for application forms, additional literature etc.
- Research queries from clients. Review background information, and pro-actively investigate inconsistencies.
- Provide extensive support across all areas of the centre e.g. cost centre administration, cost effective management of stationery, returns, staff returns including sickness, monitoring overtime, hotel bookings etc.
- Manage effective liaison with centralized service areas to research and resolve client queries where more detailed knowledge of Wealth Management products and services is required.
- Responsible for the collation and validation of sales Management Information.
- Responsible for effective communication and distribution of a wide range of information to Relationship Managers.
- Ensure, through communication with colleagues, that yesterday’s best practice is tomorrow’s norm.
- Ensure effective maintenance of database via effective CIF clean up, data signature capture etc.
- Actively build and maintain positive and effective working relationships with all members of staff.
- Continually strive to deliver work to your highest standards.
- Assist with cost cutting exercises e.g. ‘Culling’ projects [assistance in portfolio’s fully meeting balance/asset criteria]
|
| Qualifications: |
- First Degree in Business/Finance
- Minimum of three (3) years working experience in a similar capacity
- Ability to follow instructions, both verbal and written
- Numerate
- PC Literate
- Detailed knowledge of the administrative processes linked to the Banks Wealth Management Personal and Corporate products and services.
- Good knowledge of the products and services provided for Wealth Management clients
- Effective working knowledge of FirstCaribbean International Bank’s processes and how they interface with each other in order to be able to effectively liaise with centralized services to solve client queries.
- Knowledge of the centralized processes and structure of operations for execution of client instructions.
- Thorough working knowledge of ICBS and other bank adopted systems.
- Working knowledge of MS Office, with emphasis on Excel and Word
- Managing relationships
- Good communication skills
- Personal organization
- Determination
- Adaptability
- Information gathering
- Thoroughness
NB: To apply for this and any other position, kindle visit www.cibcfcib.com/careers.htm
|
| Deadline: |
February 06, 2013 |
| Name: |
N/A |
| Address: |
N/A |
| Email: |
N/A |
| Telephone: |
N/A |
| Fax: |
N/A |
|
