Relationship Manager
CurrentInheritance Resolution, Special Estates▪ Direct contact with Heirs and/or authorized representatives in the termination of banking relationships and independently processing inheritance cases (majority of which are global, complex and challenging in nature), both from a regulatory and operational point of view▪ Processing of closure instructions i.e. Closing and transfer of assets, Documentation and archiving of customer correspondence ▪ Cooperation with front-office units and internal stakeholders such as attending to internal inquiries from Relationship Managers, Management, Legal and Compliance▪ Processing of group mailbox as well and external requests from clients/heirs/authorised representatives▪ Subject Matter Expert in the following areas : Complaint Management, Special Tasks and Projects assigned by Management and Mortgages (CH)