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Wealth Support Manager

  • Location

    Malta

  • Sector:

    Banking

  • Salary:

    Attractive

  • Contact:

    Stefani Grech

  • Job Reference:

    6448

  • Published:

    about 1 month ago

  • Expiry:

    29 May 00:00

  • Client Details:

    Castille

  • Consultant:

    Stefani Grech

Wealth Support Manager is required to join one of our clients in the banking industry. Reporting to the Head of Investment Network, the selected candidate will be responsible for ensuring high level of customer satisfaction.

Responsibilities:
  • Guide customers towards the appropriate delivery channels including digital services, wealth management and high net worth services
  • Providing a good level of customer service, generating leads, booking of appointments, cross-selling and handling customer enquiries
  • Processing banking applications and customer onboarding
  • Coordinate the processing of data remediation, inheritance settlements, handling of risk and compliance reports
  • Monitor the team's performance
Requirements:
  • A Degree in Management, Banking or equivalent
  • 5 years' experience in a a similar role
  • Excellent written and verbal communication skills in both Maltese and English
  • Proficiency in Microsoft Excel, Word and PowerPoint