The role involves remotely managing a portfolio of Premier customers to identify needs, provide wealth management support, and deepen client relationships. You will act as a brand ambassador while driving revenue growth and ensuring all activities adhere to regulatory standards.
The role involves remotely managing a portfolio of Premier customers to identify needs, provide wealth management support, and increase wallet share. You will act as a brand ambassador, ensuring high-quality service and regulatory compliance while driving revenue and customer retention.
In this role, you will handle inbound calls and provide high-quality service to top-tier customers by effectively resolving their enquiries. You will interpret and analyze customer enquiries to understand their needs and provide tailored recommendations.
