A Private Bank is seeking a dedicated and detail-oriented professional to support Relationship Managers and Team Leaders in delivering seamless client servicing, onboarding, and transaction execution. This role is responsible for ensuring smooth coordination between clients and internal support functions, while maintaining the highest standards of compliance and operational efficiency. In return, you will enjoy a competitive remuneration package of $100,000 per annum.
Key Responsibilities:
- Work closely with internal support partners to resolve administrative and operational matters for RMs.
- Manage client enquiries and service requests, ensuring timely and effective resolution while maintaining strong client relationships.
- Assist RMs in monitoring clients positions and preparing required documentation in line with internal policies.
- Support periodic client reviews, including credit assessments, KYC updates, and Client Risk Questionnaires.
- Identify and escalate any suspicious activities or unusual account behavior to TLs, Management, or Compliance.
- Attend mandatory compliance and private banking training sessions.
- Maintain a strong understanding of the Bank's KYC, AML, and CDD frameworks.
- Accurately input deals into systems or raise deal tickets with efficiency, speed, and minimal errors.
Key Requirements
- Prior experience in client servicing, preferably in private banking or financial services.
- Solid understanding of KYC, AML, and CDD processes.
- Knowledge of investment products will be an advantage.
- Strong interpersonal skills and a collaborative team player.
If you are interested in this role, please apply with your updated resume to [Confidential Information] (R1879177) for a confidential discussion. If this opportunity does not align with your profile, we welcome referrals to peers and professional contacts.
