Careers in Wealth Management

2 days ago


Bengaluru, Karnataka, India beBeeWealthManager Full time US$ 1,50,000 - US$ 3,00,000
Unlock Your Wealth Management Potential

Wealth and Personal Banking is a dynamic global business that combines Retail Banking and Wealth Management, and Global Private Banking to become one of the world's largest wealth managers with USD1.4 trillion in assets.

Our dedicated team serves millions of customers worldwide across the entire spectrum of private wealth, ranging from personal banking individuals and families through to business owners, investors, and ultra-high-net-worth individuals.

We provide products and services such as bank accounts, credit cards, personal loans, and mortgages, as well as asset management, insurance, wealth management, and private banking tailored to our customers' needs.

Key Responsibilities:
  • Deliver exceptional customer experiences in front office and teller areas to achieve high customer satisfaction and operational efficiency.
  • Implement TCF principles in daily dealings with customers.
  • Contribute to improving productivity in the branch and maintaining branch hygiene standards.
  • Ensure positive customer experiences and manage complaints, escalations, leadership, teamwork, and mutual respect.
  • Be vigilant for unusual activity and report it promptly.
  • Support anti-money laundering (AML) initiatives and attend AML-related training.
  • Understand regulatory guidelines and adhere to internal AML and sanctions policies.
Requirements:
  • Graduate with 2 years of experience.
  • Comprehensive understanding of Branch Operations and Processes.
  • Sound knowledge of customer service requirements.
A Rewarding Career Ahead

We offer a supportive environment where you can grow your career and develop new skills. Our team works together to deliver exceptional results and make a real impact on our customers' lives.


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