Client service officer
1 month ago
Client Service Officer - Wealth Management M/F Business type Types of Jobs - Sales / Customer Service Job title Client Service Officer - Wealth Management M/F Contract type Permanent Contract Job summary As a Wealth Management generalist, the Client Service Officer (CSO) works within a CSO team under the responsibility of a Team Coordinator CSO (CCSO). His team works with a specific Wealth Management Zone. The role supports a/several Relationship Manager(s) (RM) in the administrative and operational management of their clientele portfolios. He/she holds a key relationship position and contributes to the quality of the Bank's image. He/she acts as a link between the operational departments of the Bank, the collaborators and the clients. He/she masters the bank’s operations, its organisation and specificities. He/she contributes to the respect of the conformity and deontology and to the control of the financial, counterpart and operational risks. Key Responsibilities: Ensures the link between the client and the operational departments of the bank. Support the RM in his own mission, by executing the day-to-day business and more occasional activities. He helps him with the administrative tasks. Masters the mechanisms and internal procedures of the bank. To discharge his/her following responsibilities in full compliance with the Bank’s Code of Conduct and Procedures. Analysis, development and evaluation activities: Follows the client relationships of the RM Works in full compliance with the bank’s code of conduct and within established practices and procedures Organization, management and realization activities: Manages and processes current cases, files and archives, manage the timetables Manages client accounts, register the orders (purchases and sales of securities, transfers, check-cashing, cash control, renewal of fiduciary deposits, etc.) and verifies their good execution Ensures the administrative and IT part of the opening of a client account Ensures the administrative and IT part of the closing of a client account Prepare RM business trips Prepare FA renewals Contact, animation and communication activities: Establish and maintain quality relationships with the clients (both external and internal). Ensure tel contacts (and the record of a tel card for each call), client identification while respecting confidentiality and independent call-backs Prepare client meetings (necessary documents and check list) Geographical area City Bachelor Degree / BSc Degree or equivalent University degree or equivalent in relevant studies Level of minimal experience 6-10 years Experience Relevant experience, private banking client servicing experience will be an advantage Required skills • Good communication and interpersonal skills.• Ability to work under stressful, ambiguous and fast pace environment• Customer oriented, self-motivated and meticulous Technical skills required Proficiency in Microsoft Excel, Word, Power Point and other PC applications General information Entity Indosuez Wealth Management has a solid foundation in Asia as a pioneering bank with more than a century old heritage, when Banque de l'Indochine opened its historic offices in Hong Kong and Singapore. From these two locations, branches of Entity Indosuez Wealth Management has a solid foundation in Asia as a pioneering bank with more than a century old heritage, when Banque de l'Indochine opened its historic offices in Hong Kong and Singapore. From these two locations, branches ofCA Indosuez (Switzerland) SA, almost 220 highly specialised wealth managers combine their knowledge of the region with the vast opportunities provided by the global network of Indosuez Wealth Management and the Credit Agricole group.By working every day in the interest of society, we are a group committed to diversity and inclusion. All our positions are open to people with disabilities. #J-18808-Ljbffr
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Client service officer
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Singapore Northeast Private Client Group Full timeJob Summary Are you a passionate people person who enjoys assisting others in making purchase decisions? Are you a professional with experience in the sales field, especially in the luxury industry, particularly in fashion? Do you like keeping tabs on the latest luxury fashion trends? We’d like to hear from you!Luxehouze, a marketplace for 100% authentic...
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Service Officer Role in Leisure Industry
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Policy Servicing Consultant
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Singapore PRIVATE CLIENT SERVICES BY MERCER PTE. LTD. Full timeRoles & ResponsibilitiesKey Responsibilities: Responsible for conducting annual reviews and policy servicing of existing policies with HNW clients by collaborating with the private bankers to review and analyse exisiting in-force policies. Drive revenue flows by developing strategies to create cross-sell and up-sell opportunities with current book of...
