Client Services Officer - Private Banking

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Job Purpose:

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.

Key Requirements

• 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