International Private Banking_Client Service Officer

JOB PURPOSE:

To provide administrative services to Private Banking 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.

PRINCIPAL ACCOUNTABILITIES:

· 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 Private Banking 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

· Knowledge in KYC/AML/CDD process

· Knowledge in investment products is preferred

· Relevant CACS certifications (Papers 1 & 2)

· 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