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Client Support Officer, Private Wealth Management

2 months ago

Singapore HL BANK Full time
Roles & Responsibilities

Role Description

Support Private Wealth Management Relationship Manager(s) in providing client service and ensuring that all KYCs (Know Your Customers) and documentation relating to Private Wealth Management transactions are in order.


Specific Responsibilities

  • · Initiate and/or follow up on documentation pertaining to new 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.
  • · Ensure compliance with the Bank’s legal and compliance guidelines and regulatory requirements.


Requirements

  • Diploma or Degree holder
  • Minimally 5-7 years of relevant working experience, preferably in private banking
  • Proficient in written and spoken English
  • Ability to manage inquiries timely and accurately. Make decisions within guidelines and policies to avoid risks
  • Strong interpersonal and communication skills. Analytical, decisive, and problem-solving skills.

Preferred skills

  • Understanding of AML/CFT framework and the regulatory environment and its applicability to Private Banking clients in the areas of onboarding, on-going client reviews and transaction monitoring.
  • Familiar with MS Excel, MS Word, MS PowerPoint and other office automation tools.



Tell employers what skills you have

Wealth Management
Able To Multitask
Microsoft Excel
written communication skills
Interpersonal Skills
Customer Relationships
Private Banking
work independently
Compliance
Project Management
Good Communication Skills
Excel
Team Player
Regulatory Requirements
Financial Services

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