Private Banking Client Service Specialist SG

Responsibilities:

Strategy and Planning

- Supporting Private Bankers (PBs) to provide excellent service to high net worth clients so as to achieve client retention
- Ensure transactions executed with high accuracy and efficiency
- Contribute/implement process and service delivery improvement ideas

Business Performance and Management

- Assist the Private Bankers (PBs) in the handling of all client support matters, including but not limited to, account opening, KYC, policy compliance, trade execution/input, account administration, client inquiry liaison and sales support
- Receiving and executing trade orders in a timely and accurate manner
- Cover PBs for simple sales when required
- Execute clients’ instructions, accepting and placing orders upon RMs and/or client requests
- Responding to client inquiries on account documentation, account activity, statement information and other service information
- Initiating account openings and closures and ensuring completion of documentation requirements
- Margin calls follow up and collateral issues resolution
- Strive for zero operational loss
- General ad-hoc duties / projects
- Provide back-up CSM duties for the team

People Management

- Understand client requirements and assist PBs in daily maintenance of account relations
- Work effectively with PBs, business support, service providers and other relevant stakeholders to ensure timely transaction processing and service delivery of clients' requirements

Regulatory Compliance

- Adhering to the Bank's policies and procedures, and MAS regulatory requirements and achieving compliance standards at all times.

Requirements:

Qualifications

- Degree / Diploma

Professional Qualification and/or Regulatory, Licensing Requirements

- CACS 1 and CACS 2 Certifications
- CFMAS Modules: Module 1, Module 6, Module 6A

Relevant Work Experience

- At least 5 years of relevant banking experience supporting Relationship Managers in the high net worth segments. Supporting RMs in Indonesia, Malaysia, and Singapore

Technical/Functional Skills

- Knowledgeable in general products and services offered in the High Net Worth segment
- Understand the various department BAU

Personal Skills (Soft Competencies)

- Strong interpersonal skills with external and internal clients with keen interest in client services
- Understands the profile of various High Net Worth individuals in order to deliver excellent client service
- Meticulous and ability to handle pressure