Private Banking Cso
Singapore, Singapore
Job Description
JOB PURPOSE: To provide administrative services to Private Banking 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.
PRINCIPAL ACCOUNTABILITIES:
- Handle and liaise with support partners to resolve administrative and operational matters for TL/RMs. Handle clients\xe2\x80\x99 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\xe2\x80\x99 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 Private Banking Compliance and other mandatory training.
- Understand the Bank\xe2\x80\x99s KYC/AML/CDD framework.
KEY COMPETENCIES:
- Experience in Client Servicing in Private Bank platform
- Knowledge in KYC/AML/CDD process
- Knowledge in investment products is preferred
- Good interpersonal skill and team player
- Good communication skills
- Organized and meticulous
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Job Detail
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Job IdJD1267354
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationSingapore, Singapore
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EducationNot mentioned