About The Role

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
Relevant CACS certifications (Papers 1 & 2)
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