Private Banking Client Service Specialist SG

Responsibilities

Strategy and Planning

• -
• Supporting Private Bankers (PBs) to provide excellent service to high net worth clients so as to achieve client retention

• Ensure transactions executed with high accuracy and efficiency
• Contribute/implement process and service delivery improvement ideas

Business Performance and Management

-

Assist the Private Bankers (PBs) in the handling of all client support matters, including but not limited to, account opening, KYC, policy compliance, trade execution/input, account administration, client inquiry liaison and sales support

• Receiving and executing trade orders in a timely and accurate manner

• -
• Cover PBs for simple sales when required
• -
• Execute clients’ instructions, accepting and placing orders upon RMs and/or client requests
• -
• Responding to client inquiries on account documentation, account activity, statement information and other service information

• Initiating account openings and closures and ensuring completion of documentation requirements
• Margin calls follow up and collateral issues resolution
• Strive for zero operational loss
• General ad-hoc duties / projects
• Provide back-up CSM duties for the team

People Management

• Understand client requirements and assist PBs in daily maintenance of account relations
• Work effectively with PBs, business support, service providers and other relevant stakeholders to ensure timely transaction processing and service delivery of clients' requirements

Regulatory Compliance

• -
• Adhering to the Bank's policies and procedures, and MAS regulatory requirements and achieving compliance standards at all times.

Requirements

Qualifications

-

Degree / Diploma

Professional Qualification and/or Regulatory, Licensing Requirements

• CACS 1 and CACS 2 Certifications

-

CFMAS Modules: Module 1, Module 6, Module 6A

Relevant Work Experience

• -
• At least 5 years of relevant banking experience supporting Relationship Managers in the high net worth segments. Supporting RMs in Indonesia, Malaysia, and Singapore

Technical/Functional Skills

• Knowledgeable in general products and services offered in the High Net Worth segment
• Understand the various department BAU

Personal Skills (Soft Competencies)

• Strong interpersonal skills with external and internal clients with keen interest in client services
• Understands the profile of various High Net Worth individuals in order to deliver excellent client service
• Meticulous and ability to handle pressure