Tiane Fok King

• Responsible for the onboarding process of new clients, including the complete due diligence by maintaining complete file update
• Identifies client's needs, develops a holistic approach and promotes tailor made Investment solutions developed by the bank
• In charge of the portfolio of clients with the goal of fostering trusted advisor relationships to enhance client satisfaction and the overall Group profitability
• Work in collaboration with other departments, especially with the Investment Advisory, Securities and Asset Management teams to prepare the most appropriate solutions
• Liaise with clients on a daily basis, including processing their payment requests, transactions, resolving issues and following up on requests in a timely manner
• Liaise with partners and service providers to ensure
• Conducted regular client meetings to assess progress, discuss opportunities for growth, and address any concerns.
• Ensured compliance with relevant laws and regulations when dealing with customers and maintain current risk ratings on clients

• Promoted financial products with targeted direct mailings, in-branch selling, and outbound calls.
• Identified financial needs of customers and presented appropriate product and service options.
• Resolved discrepancies concerning customers' accounts, improving client satisfaction.
• Collaborated with real estate and wealth management partners to assist customers with specialized needs.
• Compiled new customer information to open accounts and loans, collecting and verifying necessary documentation.
• Integrated marketing promotions and programs into conversations to educate and inform customers.
• Customized products and services to meet specific banking requirements.
• Developed asset protection strategies for clients. Set up new and regularly serviced existing accounts to bring in maximum revenue.

• Maintain current knowledge about financial products available to institutional and individual clients, including bonds, stocks, and investments funds.
• Work closely with investment analysts to assess financial information, stay up-to-date about market situations and investment opportunities
• Present investment opportunities and related analysis while pitching proposed course of action in meetings with clients
• Develop relationships and expands client network with African Pension funds in professional and social settings
• Participate in the product development ideas of structured product (income and growth products) in the form of newsletters and pitchbooks on a regular basis (generate, price and monitor)
• Liaise with external asset managers to market their funds
• Working on private markets and the relative products; such as Private equity, Private debt, Infrastructure and Real estate
• Perform quarterly market reviews with stakeholders, and existing customers
• Portfolio structuring for European client via luxemburg life insurance wrappers and attend to queries from our offices in Paris and Geneva
• Fund selection, due diligence procedures and negotiation for fund distribution agreement
• Carry out monthly and quarterly portfolio valuation
• Attend networking events and business conferences.

• Maintained accurate and current customer account data with manual forms processing and digital information updates
• Promoted products or services to each customer to consistently achieve sales targets
• Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services
• Provided high-level customer service through friendly approach, strong professionalism and timely assistance with customer transactions
• Performed customer transactions for money orders, cashiers checks, deposits and withdrawals
• Identified sales opportunities and referred customers to branch partners in financial services
• Answered telephone inquiries on banking products including checking, savings, loans and lines of credit
• Completed highly accurate, high-volume money counts via both manual and machine-driven approaches

Receives and executes authorised customer instructions from Account Maintenance officials for:

Account inputs:

• New accounts, amended or cancelled stop orders/standing instructions
• Amendments to customer and account details
• Handling of closed accounts

Standing Orders:

• New standing order
• Amendment and cancellation of existing standing orders

BDMS & Abandoned Funds:

• BDMS claims & processing
• Abandoned funds claims & processing

Rectify all rejected input forms and incorrectly scanned signatures returned by the verifier

• Perform regular back up of system
• File the input form/source document, audit trails & reports
• Execute manual input for repetitive customer instructions that are not systematically executable
• Resolve all account opening and amendment queries from branches/query centre., Conferred with customers about concerns with products or services to resolve problems and drive sales.