Client Services Officer - Private Banking

CTBC Bank, Singapore Branch

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Job Purpose

To provide administrative services to 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

Key Responsibilities

• 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.
• Attend all IPB Compliance and other mandatory training.
• Understand the Bank’s KYC/AML/CDD framework.
• To input the deal into the systems or raise appropriate deal tickets and complete the task at high efficiency, high accuracy, fast speed and minimal errors.

Key Requirements

• Experience in PB 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. Proficiency in English and Mandarin is essential