Client Service Officer

2 days ago

Singapore EFG International Full time

Reporting to the Head of Independent Asset Managers (IAM), you will be part of the Private Banking business and will support the Client Relationship Officers (CRO) in serving high net-worth clients from the IAM desk.

**Key Roles & Responsibilities**
- **Account documentation **- prepare and process account opening documentation. Manage and follow up the whole account opening process to ensure full compliance to the requirements
- **Trades transactions **- accept, confirm and execute clients’ orders, including but not limited to money market, securities and FX transactions. Confirm with/advise clients on their order status in a timely manner. Ensure compliance to policy on sales procedures, suitability checks and etc.
- **Account maintenance **- include but not limited to monitoring of clients’ account balance, securities position (bonds, equities, funds and structured products, etc) and credit positions. Assist the CRO in monitoring clients’ loan/collateral margins and ensure prompt regularization of excesses by clients.
- **Attending clients inquiries and requests **- including but not limited to account status, cash flows movement, interest rate quotation for deposits or loans, foreign exchange rate quotation, fund transfer status, monitoring incoming funds and providing funds transfer advices, and clearing of payments which requires special attentions. Ensure clients’ account/investment/market information and clients’ account positions are always updated accurately.
- **CRO marketing support **- prepare marketing materials such as brochures, account opening documents and other marketing materials for trip. Provide daily market information to clients/prospects as part of the marketing strategy. Act as a point of support such as follow-ups on establishing new account immediately with the relevant centers and ensuring proper delivery of pre-agreed services

**Role Requirement**
- A diploma/degree holder with minimum 3 years of private/retail banking experience
- Good working knowledge of financial products and knowledge.
- Good understanding of the local regulatory framework relating to AML/CFT as well as FATCA regulations, CRS due diligence etc.
- Good analytical and problem-solving skills
- Strong interpersonal and communication skills
- Team player and able to work independently under tight deadline pressure
- Completed CACS Paper 1 and 2

EFG Bank is the Swiss private banking subsidiary of EFG International. Headquartered in Zurich, it has an international network spanning Europe, Asia Pacific, Middle East and Latin America, and manages assets for private clients all over the world. The bank’s services comprise asset management and investment counselling, investment funds, securities brokerage, estate planning and a full array of banking services. EFG Bank offers a stimulating and dynamic work environment.

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