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- Act as the point of contact for the Front office – supporting operational queries
- Perform independent verification of client's instructions
- Perform Independent Call Back to clients for High Risk Transactions as a form of anti-fraud deterrence
- Co-ordinate & ensure smooth and timely delivery of client's instructions/documents between two
- processing locations (SG and HK)
- Process Closure of Accounts and all their related requests
- Support quarterly Periodical Fee processing
- Perform Signature Verification for non-account life cycle related documentation
- Process new, renewal or termination of Bankers Guarantee for credit card clients
- Assist to prepare quarterly updates of the Bank's Authorized Signatory List to various counter
- parties
- Prepare Audit Confirmation & Custody Declaration for clients' auditors and external asset managers
- (EAM) respectively
- Demonstration of appropriate values and behaviours including but not limited to standards on honesty and integrity, due care and diligence, fair dealing (treating customers fairly), management of conflicts of interest, competence and continuous development, adequate risk management, and compliance with applicable laws and regulations
- Assistant Manager / Associate Director
- Meticulous and accurate in executing work assigned with a strong risk control approach
- Able to multi-task and work under time sensitive environment
- Team player with the capability to work independently
- Excellent inter-personal skills
- Leadership qualities and able to take initiative
- Degree with at least 5-7 years of related banking working experience
- Previous experience in call centre and/or call back experience is preferred
- Previous experience in managing a small team or deputizing for the Team Lead is also preferred
- Previous experience in back office functionality is an advantage
- Good Knowledge of asset transfer is also an advantage
- Good Knowledge of MS Office software applications, Macros and Visual Basic knowledge as well as an aptitude for technology will be an added advantage
Client Service Network Officer - Singapur, Singapore - SG10 - BJB Bank Julius Baer & Co. Ltd., Singapore Branch
Description
At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let's shape the future of wealth management together.
This is a middle office role supporting the independent validation and timely delivery of client's instructions/ documents from the Front to Back Office for processing. The team also acts as a point of contact for the Front by supporting them with operational queries.YOUR CHALLENGE
K E Y FEATURES OF THE POSITION
Stakeholder / Client Management
General
Regulatory Responsibilities &/OR Risk Management
RA NK APPLICABLE TO THE POSITION
YOUR PROFILE
SK I LL S REQUIREMENTS OF THE POSITION Personal and Social
Professional and Technical
We are looking forward to receiving your full job application through our online application tool.