UBP - Union Bancaire Privée
Assistant Relationship Manager
November 2017 — Present
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Motivated client centric individual with goals of delivering incomparable service and support to my clients and Relationship Managers.
Supervise allotted account portfolios and ensure excellent customer service and assist in minimizing of financial risk.
Analyze clients requirements and manage all client communication and counseling for customers and prepare required documentation.
Participate in sales planning initiatives and design appropriate relationship plans to generate new business through calls, promotions and presentations.
Assist Relationship Managers to arrange credit facility, participate in client meeting and prepare marketing materials for new clients and prospective clients.
Maintain knowledge on all bank products, credit standards, services and trends and provide efficient customer services.