Private Banking Client Service Specialist SG

Responsibilities

• Strategy and Planning
• Supporting Private Bankers (PBs) to provide excellent service to high net worth clients so as to achieve client retention
• Ensure transactions executed with high accuracy and efficiency
• Contribute/implement process and service delivery improvement ideas
• Business Performance and Management
• Assist the Private Bankers (PBs) in the handling of all client support matters, including but not limited to, account opening, KYC, policy compliance, trade execution/input, account administration, client inquiry liaison and sales support
• Receiving and executing trade orders in a timely and accurate manner
• Cover PBs for simple sales when required
• Execute clients’ instructions, accepting and placing orders upon RMs and/or client requests
• Responding to client inquiries on account documentation, account activity, statement information and other service information
• Initiating account openings and closures and ensuring completion of documentation requirements
• Margin calls follow up and collateral issues resolution
• Strive for zero operational loss
• General ad-hoc duties / projects
• Provide back-up CSM duties for the team

People Management

Understand client requirements and assist PBs in daily maintenance of account relations

Work effectively with PBs, business support, service providers and other relevant stakeholders to ensure timely transaction processing and service delivery of clients' requirements

Regulatory Compliance

Adhering to the Bank's policies and procedures, and MAS regulatory requirements and achieving compliance standards at all times.

Requirements

Degree / Diploma

• Professional Qualification and/or Regulatory, Licensing Requirements
• CACS 1 and CACS 2 Certifications
• CFMAS Modules: Module 1, Module 6, Module 6A

Relevant Work Experience

At least 5 years of relevant banking experience supporting Relationship Managers in the high net worth segments. Supporting RMs in Indonesia, Malaysia, and Singapore

Technical/Functional Skills

Knowledgeable in general products and services offered in the High Net Worth segment

Understand the various department BAU

Personal Skills (Soft Competencies)

• Strong interpersonal skills with external and internal clients with keen interest in client services
• Understands the profile of various High Net Worth individuals in order to deliver excellent client service
• Meticulous and ability to handle pressure