Client Services Officer - Private Banking

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