To take demand from Prestige client for any banking matters ranging from product questions to client account activities (e.g., account status, statements, debit order information, etc.), as well as personal account opening whilst forming an accurate assessment and understanding of that demand in order to act on it in a one-and-done manner that consistently delivers what matters to the client within product and legislative (e.g., FAIS) parameters.
Qualifications
Type of Qualification:
Diploma
Field of Study:
Business Commerce
Experience Required
Client Coverage
Personal and Private Banking
2-4years
Relevant FAIS qualification with FAIS experience and operates without supervision for intermediary services. Operates under supervision or advice. Previous experience within a physical, virtual or voice branch environment with good understanding of bank processes, policies and products.
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