Client Relationship Officer

2 weeks ago

Singapore BANK PICTET & CIE (ASIA) LTD. Full time

**Responsibilities
- Responsible for managing the strategic wealth management alliance with external organization.
- Ensure compliance with legal and regulatory requirements related to the alliance.
- Facilitate communication and collaboration between internal teams and external organization to execute joint initiatives
- Assist RMs in all aspects of client service and administrative support.
- Provide leverage to senior bankers to help grow AUM and Revenue
- Respond to all client queries and capable of resolving most issues and requests.
- Take and execute client orders, including but not limited to money market, securities and FX transactions.
- Monitor daily cash management activities.
- Prepare and handle of account opening documents and compliance with AML requirements.
- Prepare credit excess reports.
- Ensure client's records / accounts / investments / market information are current and information updates are timely maintained with relevant accompanying correspondences and meeting reports.
- Ensure necessary follow-up actions are promptly taken on various operational matters e.g. deficiency and outstanding documentation.
- Prepare relevant files and account reports for portfolio manager / banker prior to meeting with clients.
- Participate and contribute at PBA meetings to enhance sharing and feedback among teams.
- Provide back-up for other team members when required.
- Ensure fit-and-proper requirements are met (e.g. CPD requirements, complete mandatory training etc.) as stipulated by the regulators.
- Liaise with head office for any administrative issues.

**Profile
- University degree or equivalent, preferably in Accountancy or Finance.
- Relevant work experience in client servicing roles within Private Banking business.
- Fluent in both English and Thai to collaborate with Thai stakeholders based in external organisations.
- Strong understanding of financial products and services.
- Good knowledge of Avaloq is a plus.
- Excellent interpersonal, communication and client interfacing skills.
- Experience with managing internal and external clients with demonstrated leadership skills
- Familiar with AML and compliance requirements within the Private Banking space.
- CACS Papers 1 and 2 (pre-requisites), CMFAS M1B or M3, and M5 would be advantageous.

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