Job Description

? What you will be doing ?
Client Administration & Management
- Supports RMs/TH in client interaction and all related tasks (systems, processes, files, documents, etc.) with high-quality, precision, and timely responsiveness
- Customizes client requests (reporting, statistics, mailings, etc.)
- Manages the RM/TH's calendar, prepares client meetings, organizes business trips, completes the post-processing of client calls, client meetings, or business trips for RMs/TH
- Compiles presentations and supports in drafting investment proposals and in marketing activities if needed (client reception, meetings, business trips, events, etc.)
- Ensures coverage in case of own absences

Business Management
- Regularly collects and exchanges relevant information necessary for the job
- Organizes himself/herself in an efficient and compliant manner and ensures timely and appropriate information of the superior
- Conducts reviews, plans ahead, and documents his/her work at all times
- Supports RM/TH in the implementation of projects and initiatives
- Provides professional input proposals for improvements based on experience, incident occurrence, or observation
- Manages the expense claim process for RMs/TH
- Provides ongoing administrative support
- Assists the RM in achieving their targets:
?Identifies opportunities for a share of wallet increases/cross sales
?Contacts clients to check satisfaction with service levels and to enquire about additional needs
- Undertakes research assignments as required

Regulatory Responsibilities &/Risk Management & Controls
- Actively helps manage risk (support first line of defense), i.e. in client documentation, by raising concerns, following up on issues, and by escalating when in doubt
- Ensures adherence to local regulations and compliance with internal policies and standards (e.g. new account openings, payment instructions, reviewing client phone calls or signing off at own level of competence, etc.) in collaboration with the respective RMs and TH
- Ensures timely clearance of pending items and escalated deficiencies
- Ensures appropriate ethical and compliant behavior in his/her area of responsibility
- Ensures correct, meaningful, and understandable documentation of client interaction/client orders in the corresponding tool (e.g. CRM, DiAS)
- Demonstration of appropriate values and behaviors including but not limited to standards on honesty and integrity, due care and diligence, fair dealing (treating customers fairly), management of conflicts of interest, competence and continuous development, adequate risk management, and compliance with applicable laws and regulations

? What they are offering ?
To be discussed during Interview

? What they are looking for ?
- Bachelor's Degree or Diploma in Finance, Economics, or related discipline.
- At least 3 years of relevant ARM experience in Private Bank setup.
- Relevant experience in client servicing, operations, or sales support within financial institutions is a strong advantage.
- Proficient in English and Japanese to handle documents written in English and liaise with Japanese clients.
- Excellent interpersonal, communication, and client-interfacing skills.
- Meticulous, strong attention to detail.
- CACS Papers 1 and 2
- Preferably with CMFAS Modules 1B, 5, 6A, 8A certification
- Working knowledge of T24, Olympics and TEMOS


We regret only shortlisted candidates will be notified.

Registration No.: R22107423 (Matthew Chia Yong Xuan)
Recruitment License : 12C5051