Client Service Executive
3 days ago
**ROLE**
We are looking for a Client Service Executive with experience working in the client servicing and/or financial sector (preferably asset management sector) to join our team responsible for delivering dedicated client service to high net worth clients of Banjaran Asset Management.
**RESPONSIBILITIES**
- Act as day-to-day client service contact for company’s clients, proactively develop and maintain good relationship with clients
- Perform AML/KYC review on new and existing clients.
- Handle client transactions in accordance to internal and regulatory requirements and procedures
- Liaise between clients and the internal teams to resolve any queries on client instructions and dealing related activities
- Takes initiative in identifying and driving opportunities to streamline/enhance team efficiency
- Communicate significant client issues internally and document/escalate as appropriate
- Work together with other departments on client impacting business and regulatory driven projects and initiatives
- Perform ad-hoc assignments as may be assigned by line manager
**QUALIFICATIONS & EDUCATION REQUIREMENTS**
- Diploma holder or University graduate with 1-2 years of experience at asset management or financial services firm and background in client service strongly preferred
- Fresh graduates will also be considered
- Strong interpersonal, communication (written and oral), negotiation and influencing skills
- Self-starter who is adaptive, fast-learning, responsive, extremely well-organized, meticulous, detail-oriented and committed to accuracy
- Ability to work independently, multi-task and meet strict deadlines
- Flexible/ability to adapt to change
- Highly accurate with good attention to detail
- Fluency in verbal Mandarin and English and written English and Chinese.
- Proficient in MS Office Suite (Word, Excel, PowerPoint and Outlook)
- CMFAS qualification required
**PREFERRED SKILLS**
Additional Asian languages beneficial to support business and clients' needs
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