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Indosuez Wealth Management

Private Banking Client Services Officer Apprenticeship (for poly graduates)

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Job Description

Our Client Services Officer Apprenticeship Programme under the IBF Polytechnic Talent for Finance Scheme (PTFS) is a 12-month structured programme designed for polytechnic graduates who are keen to kick-start their career in Private Banking Client Services.

You will gain hands-on experience within the Client Services team, working closely with the Relationship Managers to support day-to-day client service activities in a regulated banking environment.

This programme provides structured training, mentorship and a potential pathway to a permanent Client Services Officer role.

WHAT YOU WILL DO:

As part of the Client Services team, you will

  • Provide support to Front Office for account opening documentation
  • Perform independent callbacks for affirmation of client instructions or as directed by management
  • Act as the point of contact for the Front Office
  • Support operational queries from various stakeholders such as Relationship Managers, Client Service Officers and internal clients from Controls or Operation Departments
  • Support the Account Closure Process
  • Perform Level 1 Know-Your-Customer (KYC)
  • Support/Perform Front Office Control and Risk management duties
  • Administrative duties as required and any other duties that are assigned by Management

REQUIREMENTS

  • Recent polytechnic graduates (or graduating soon)
  • Eligible polytechnics: Nanyang Polytechnic (NYP); Ngee Ann Polytechnic (NP); Republic Polytechnic (RP); Singapore Polytechnic (SP); or Temasek Polytechnic (TP).
  • Or has completed National Service after graduating from a polytechnic, within 2 years from programme commencement date
  • Strong interest in banking, operations or client services
  • Meticulous and accurate in executing work assigned with a strong risk control approach
  • Demonstrates accountability and initiative.
  • Able to multi-task and work under time sensitive environment
  • Team player with the capability to work independently

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Job ID: 145288969