Client Relationship Officer - Singapore - LMA Asia

LMA Asia

Verified Company

Singapore

2 weeks ago

Posted by:

Wei Jie

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Description

Sector:

LMA Asia Finance

Contact:
Hiong Hao Yi

Client:

LMA

Location:
Singapore

Salary:
S$ S$72000 per annum

Expiry Date: 16 July 2023

Job Ref:
BBBH418090_

Client Relationship Officer
This role will be tasked with roles and responsibilities of managing and closing the accounts and will be in direct contact with the clients in order to guide and assist clients with the account closure process, and ensure a smooth and seamless client experience in exiting their relationships

Processing Transactions And Account Closure

Receive orders and instructions directly from clients for account closure.
Ensure pretrade due diligence checks.
Ensure orders are properly executed and processed including but not limited to proper voicelog, suitability & credit limit check.
Ensure accounts are closed on a timely basis by completing and submitting necessary documents to the concerned parties (Client Management, Compliance, Operations, etc.).
For accounts that are not able to close due to noncontactable or illiquid assets, ensure the accounts are monitored and managed according to the Bank policies.
Provide adhoc assistance in facing clients on specific circumstances (e.g. exclients and/or ''Uncontactable'' clients for whom the former relationship manager has left the Bank).

Client Marketing & Administrative Support

Answer client's phone calls in a professional and promptly manner; ensure proper followup until the enquiries are addressed. Have an appropriate understanding of the client's background, portfolio and needs.
Prepare documentation for clients with a high standard of care and diligence.

Experience