Advisor Private Banking Service Team
CurrentPrimary: Inbound service calls from ABN AMRO MeesPierson clients regarding all their daily bank issues and questions. Secondary: being the link between Private Banker and client, keeping the Private Banker up to date, but also identifying opportunities for the banker to follow up on. When the client has a more complex question, connecting them to the appropriate specialist. (Mainly: Investment Advice, Asset Management, Informal Investments, Estate Planning, Mortgages, Wealth Structuring, Charity)Goals:Providing clients with the personal private banking experience they are familiar with at their branch. Winning the trust of both our customers, and our colleagues from the ABN AMRO MeesPierson branches, to make this new contact channel into a success.