Client Service Manager, Pvd

1 week ago

Singapore CIMB Group Full time

**Responsibilities:
Strategy and Planning
- Supporting Private Bankers (PBs) to provide excellent service to high net worth Clients, so as to achieve Client retention.
- Ensure transactions executed with high accuracy and efficiency.
- Contribute/implement process and service delivery improvement ideas.

Business Performance and Management
- Assist the Private Bankers (PBs) in the handling of all client support matters, including but not limited to, account opening, KYC, policy compliance, trade. execution/input, account administration, client inquiry liaison and sales support.
- Receiving and executing trade orders in a timely and accurate manner.
- Cover PBs for simple sales when required.
- Execute Clients’ instructions, accepting and placing orders upon RMs and/or client requests.
- Responding to Client inquiries on account documentation, account activity, statement information and other service information.
- Initiating account openings and closures and ensuring completion of documentation requirements.
- Margin calls follow up and collateral issues resolution.
- Strive for zero operational loss.
- General ad-hoc duties / projects.
- Provide back-up CSM duties for the team.

People Management
- Understand Clients' requirements and assist PBs in daily maintenance of account relations.
- Work effectively with PBs, business support, service providers and other relevant stakeholders to ensure timely transaction processing and service delivery of Clients' requirements.

Regulatory Compliance
- Adhering to the Bank's policies and procedures, and MAS regulatory requirements and achieving compliance standards at all times.

**Requirements:
**Qualifications**:

- Minimally, a Diploma/Degree holder

Technical/Functional Skills
- Knowledgeable in general products and services offered in the High Net Worth segment
- Understand the various department BAU

Personal Skills (Soft Competencies)
- Strong interpersonal skills with external and internal clients with keen interest in Client services
- Understands the profile of various High Net Worth individuals in order to deliver excellent Client service
- Meticulous and ability to handle pressure

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