Relationship Manager
Current- Inheritance 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).
- 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)