Jobs

    Private Banking - Singapore - eFinancialCareers

    eFinancialCareers
    eFinancialCareers Singapore

    Found in: One Red Cent Asia eFC C2 - 4 days ago

    Default job background
    Full time
    Description

    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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