Client Services Officer
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To provide administrative services to clients and Team Leader (TL) / Relationship Manager (RM) in relation to client on boarding, investments and transactions by coordinating between the relevant support and operations functions
Key Responsibilities:- Handle and liaise with support partners to resolve administrative and operational matters for TL/RMs
- Handle clients' enquiries/needs and assist in servicing their requirement
- Establish good rapport with clients and service their needs effectively and on a timely basis.
- Assist TL/RMs in executing investment transactions.
- Assist TL/RMs in monitoring clients' position.
- Handle new account opening, account maintenance, credit application. Ensure completeness of documents per the internal requirements.
- Handle any periodic reviews such as credit, KYC and Client Risk Questionnaire.
- Highlight suspicious activities/behavior of clients and staff e.g. account irregularities to Team Leader/Management/Compliance.
- Attend all IPB Compliance and other mandatory training.
- Understand the Bank's KYC/AML/CDD framework.
- To input the deal into the systems or raise appropriate deal tickets and complete the task at high efficiency, high accuracy, fast speed and minimal errors.
- Experience in PB Client Servicing
- Relevant CACS certifications (Papers 1 & 2)
- Knowledge in KYC/AML/CDD process
- Knowledge in investment products is preferred
- Good interpersonal skill and team player
- Good communication skills
- Organized and meticulous
- May deal with Mandarin-speaking stakeholders and documents. Proficiency in English and Mandarin is essential
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