Client Lifecycle Management

1 week ago

Singapore PAN-ASIA RESOURCES PTE LTD Full time

**Resposibilities**:

- Enable client activities through timely action on client requests with high precision
- Leverage leading technology tools to automate and improve efficiency
- Collaborate well with partners from various functions and come up with innovative solutions for our clients
- Maintain client privacy by demonstrating sensitivity and keen understanding of data confidentiality
- Protect the bank by maintaining in-depth awareness of potential breaches and act proactively to prevent their occurrence

**Requirements**:

- University degree, preferably in banking or finance related discipline
- 0-3 years of experience in bank operational roles, preferably wealth management.
- Keen understanding of client lifecycle processes which includes documentation, screening and static change
- Good client service mindset with excellent communication and problem-solving skills
- Strong risk and control mindset with a structured and logical approach to analysis and problem-solving.

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