Job Description

About the job: If you are looking to excel and make a difference, take a closer look at us…The incumbent plays a critical role in building a strong relationship with our high net worth clients. Summary Support Private Banking Relationship Manager(s) in providing excellent client services and ensuring that all KYCs (Know Your Customers) and documentation relating to Private Banking transactions are in order. Responsibilities:

• Initiate and/or follow up on documentations pertaining to account opening.
• Liaise with clients to ensure that submitted documents are in order.
• Ensure efficient & prompt management of orders as well as execution of transactions.
• Collaborate and obtain information from internal stakeholders so that work can be performed promptly.
• Provide background information to Relationship Managers and Product Specialists to facilitate the execution of clients’ transactions.
• Establish credit facilities for clients and provide close monitoring of accounts.
• Participate in UAT testing pertaining to system enhancements and work process improvement initiatives.
• Ensure compliance with the Bank’s legal and compliance guidelines and regulatory requirements.

• Bachelor’s Degree in Business, Banking & Finance or equivalent.

• 5 to 7 years of relevant work experience in a similar role, preferably in private banking.

• Possess certification in Client Advisory Competency Standards (CACS) Paper 1 & 2.

• Meticulous, with an eye for detail.

• Able to multi-task and thrive in a fast-paced work environment.

• Good stakeholder and project management skills.

• Excellent interpersonal and written skills.