Wealth Client Relations & Service Lead

Alliance Bank; Selangor; On-site; MYR 70,000 - 120,000; Full time

Job summary

Alliance Bank in Malaysia is seeking a proactive professional to support the Service & Relationship Management team. You will attend to customers and assist CRMs in wealth product transactions and account openings as needed.

You will also assist CRMs with referrals when they are unavailable, review customer accounts, and ensure timely problem resolution. Produce correspondences within agreed turnaround times.

Responsibilities

• Attend to customers and assist CRMs in wealth product transactions and account openings.
• Assist CRMs to handle referrals/leads when CRM is unavailable.
• Produce all correspondences within specified turnaround time.
• Review customer accounts and perform service calls when needed.
• Assist on the change of CRM’s customer portfolio upon any resignation, ensuring coverage.
• Assist in handling customer complaints, investigate and provide timely resolution.
• Work with CRM to solicit sales and identify cross-sell opportunities.
• Access leads from multiple sources to support acquisition efforts.
• Support marketing events, campaigns and product launches.
• Review processes for improvements and ensure compliance in place.
• Ensure completeness of documentation for all investment transactions and account openings, and for Banca transactions.
• Ensure PDPA, FATCA, and AIBL checks are completed.
• Ensure completion of reverse enquiry forms.

Job description

Alliance Bank in Malaysia is seeking a proactive professional to support the Service & Relationship Management team. You will attend to customers and assist CRMs in wealth product transactions and account openings as needed.

You will also assist CRMs with referrals when they are unavailable, review customer accounts, and ensure timely problem resolution. Produce correspondences within agreed turnaround times.