Wealth Relationship Officer

The Wealth Relationship Officer works closely with the Wealth Relationship Manager and the overall Relationship Team to provide an outstanding customer experience to valuable banking and wealth clients. The goal of this role is to provide high quality support and reduce the time spent on process and administrative tasks by the Wealth Relationship Manager to increase their capacity to address clients’ needs and conduct higher value activities which will contribute to the overall cost efficiency ratio.As our Wealth Relationship Officer you will:Provide a pivotal role in supporting the Wealth Relationship Manager for the banking portions of their assigned portfolioProvide dedicated assistance in the delivery of service and support activities for both banking and wealth products, as well as in the day to day contact of clientsServe as the point of contact for clients in instances of Wealth Relationship Manager absence, including answer client calls, resolve enquiries and facilitate a smooth hand-off to the correct channels where appropriateProvide sales support to licensed sales staff by preparing and completing sales documents and managing data input and report generation, generating and analyzing specialized reports on sales activities and entering orders for clients and opening new customer accounts in addition to being part of the Wealth Center team and assisting clients with their day to day banking needs through servicingOpen and close the Wealth Center, review and approve day to day banking transactionsQualificationsYoull likely have the following qualifications to succeed in this role:Strong understanding of the brokerage and banking industry, trading opportunities and banking and brokerage productsExperience working in the financial services industryMandarin and/or Cantonese language skillset is mandatoryAbility to build relationships and identify opportunities to help both clients and team members achieve their financial goalsUnderstanding of relationship management systems and experience managing clientsKnowledge of Anti Money Laundering practices and relevant regulatory governance in the USSeries 7, 63, Life and Health insurance licenses requiredSpanish proficiency is mandatory