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Private Banking - CSO

Non-disclosed Singapore
Posted 6 days ago Permanent $7000 - $8000 pm

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.
  • Understand the Bank’s KYC/AML/CDD framework.

KEY COMPETENCIES:

  • Experience in Client Servicing
  • 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.
  • Experience in liaising with Mandarin-speaking clients and stakeholders.

 

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