Private Banking - CSO

JOB PURPOSE:

To provide administrative services to Private Banking clients and Team Leader (TL) / Relationship Manager (RM) in relation to client on boarding, investments and transactions by coordinating between the relevant support and operations functions.

PRINCIPAL ACCOUNTABILITIES:

• Handle and liaise with support partners to resolve administrative and operational matters for TL/RMs. Handle clients’ enquiries/needs and assist in servicing their requirement. Establish good rapport with clients and service their needs effectively and on a timely basis.
• Assist TL/RMs in executing investment transactions.
• Assist TL/RMs in monitoring clients’ position.
• Handle new account opening, account maintenance, credit application. Ensure completeness of documents per the internal requirements.
• Handle any periodic reviews such as credit, KYC and Client Risk Questionnaire.
• Highlight suspicious activities/behavior of clients and staff e.g. account irregularities to Team Leader/Management/Compliance.
• Understand the Bank’s KYC/AML/CDD framework.

KEY COMPETENCIES:

• Experience in Client Servicing
• Knowledge in KYC/AML/CDD process
• Knowledge in investment products is preferred
• Good interpersonal skill and team player
• Good communication skills
• Organized and meticulous
• May deal with Mandarin-speaking stakeholders and documents.
• Experience in liaising with Mandarin-speaking clients and stakeholders.

SEARCH ALLY PTE LTD | [EA License Number] 18C9289  |  [Registration Number] R1551292

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