Job Description

The Wealth Relationship Officer works closely with the Wealth Relationship Manager and the overall Relationship Team to provide an outstanding customer experience to valuable banking and wealth clients. The goal of this role is to provide high quality support and reduce the time spent on process and administrative tasks by the Wealth Relationship Manager to increase their capacity to address clients’ needs and conduct higher value activities which will contribute to the overall cost efficiency ratio.

As our Wealth Relationship Officer you will:

• Provide a pivotal role in supporting the Wealth Relationship Manager for the banking portions of their assigned portfolio
• Provide dedicated assistance in the delivery of service and support activities for both banking and wealth products, as well as in the day to day contact of clients
• Serve as the point of contact for clients in instances of Wealth Relationship Manager absence, including answer client calls, resolve enquiries and facilitate a smooth hand-off to the correct channels where appropriate
• Provide sales support to licensed sales staff by preparing and completing sales documents and managing data input and report generation, generating and analyzing specialized reports on sales activities and entering orders for clients and opening new customer accounts in addition to being part of the Wealth Center team and assisting clients with their day to day banking needs through servicing
• Open and close the Wealth Center, review and approve day to day banking transactions

Qualifications

You´ll likely have the following qualifications to succeed in this role:

• Strong understanding of the brokerage and banking industry, trading opportunities and banking and brokerage products
• Experience working in the financial services industry
• Mandarin and/or Cantonese language skillset is mandatory
• Ability to build relationships and identify opportunities to help both clients and team members achieve their financial goals
• Understanding of relationship management systems and experience managing clients
• Knowledge of Anti Money Laundering practices and relevant regulatory governance in the US
• Series 7, 63, Life and Health insurance licenses required
• Spanish proficiency is mandatory

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