Responsibilities
- Process onboarding requests by liaising with clients and Private Banks to complete due diligence checks and documentation accurately and promptly
- Support Relationship Managers (RMs) in delivering high-quality service to high net-worth clients to enhance client retention
- Collaborate with Clients, Business Support, and service providers to ensure timely transaction processing and fulfillment of client requirements
- Manage all desk administration tasks and coordinate RM meetings efficiently
- Analyze client requirements and assist RMs in maintaining account relationships and preparing portfolio reports daily
- Serve as the primary client interface for initiating client instructions, monitoring accounts, managing cash, and preparing necessary forms and documentation
- Initiate account openings, closures, and update instruction checklists while ensuring completeness of client documentation
- Follow up promptly on client calls and queries to maintain high service standards
- Ensure compliance with all regulatory requirements in daily operations
- Track and follow up on outstanding documentation and fee payments to maintain account accuracy
- Maintain trade and settlement records, monitor funding, and perform reconciliation tasks
- Assist with audit preparation and respond to audit requirements as needed
- Maintain accurate and up-to-date client static data
- Support administrative and process enhancement projects as assigned to improve operational efficiency
Preferred competencies and qualifications
- Relevant academic and professional experience in Banking & Finance, Priority/Private Banking
- Proficiency in MS Office applications to support daily operational tasks
- Strong analytical skills applied to client portfolio and transaction management
- Excellent communication skills to effectively liaise with clients and internal teams
- Ability to work dynamically and detail-oriented under pressure
- Demonstrated teamwork skills and timely escalation of issues to management
