High Net Worth Client Liaison
2 weeks ago
This is a key client liaison position that requires excellent communication and organizational skills to ensure smooth service experience for high net-worth clients.
- Strong attention to detail is required, as you will be responsible for ensuring accurate execution of client transactions and administrative requirements.
The ideal candidate will have a Bachelor's Degree and at least 3 years of experience in a banking service role. They should also possess knowledge of banking products and services such as foreign exchange, bonds, equities, derivatives, fund management products and financial structures.
- A collaborative environment with clear communication is essential to success in this role.
In this role, you will work closely with Relationship Managers (RMs) to achieve client retention goals by providing exceptional service and following up promptly on client calls or queries.
Key responsibilities include:
- Achieving client retention by supporting RMs in providing stellar service to high net-worth clients and following up promptly on client calls or queries.
- Partnering Client, Business Support and service providers to ensure prompt transaction processing and smooth delivery of client requirements.
- Acting as key client proxy for initiating client instructions, tracking & monitoring transactions, preparing relevant administrative loan documentation & instructions in compliance with regulatory requirements.
If you are a detail-oriented and organized individual who thrives in a collaborative environment, we encourage you to apply for this exciting opportunity.
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