Client Services Officer - Private Banking

Job description

CTBC Bank, Singapore Branch Your Career Our Future 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