Regional Wealth Management Operations Support

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Job Responsibilities

• Processing Priority Banking application, Priority Banking system Tagging/un-tagging received from all Priority Banking Centers and nationwide branches within TAT of 2 working days.
• To ensure TAT is met for PFS Marketing on Ad-hoc request such as Reassignment & Retagging of RM portfolio and bulk tagging of RM.
• Ensure issuance of PB Debit Card (with name embossed) within TAT of 2 working days.
• To ensure all Customer Report & Request Form received from all PBCs and nationwide branches are attended immediately such as replacement of PB Debit card changing of withdrawal limit & retail purchase limit, tagging/un-tagging of account for PB Debit card.
• Tag Fax Baking Applications and ensure issuance of confirmation letter to PB customers.
• Ensure timely Weekly/monthly Reporting to PFS Marketing on PB applications for RM’...