Private Banking Client Service Specialist

Responsibilities:
 

Strategy and Planning

• Supporting Private Bankers (PBs) to provide excellent service to high net worth clients so as to achieve client retention

• Ensure transactions executed with high accuracy and efficiency 

• Contribute/implement process and service delivery improvement ideas

Business Performance and Management

• Assist the Private Bankers (PBs) in the handling of all client support matters, including but not limited to, account opening, KYC, policy compliance, trade execution/input, account administration, client inquiry liaison and sales support

• Receiving and executing trade orders in a timely and accurate manner

• Cover PBs for simple sales when required

• Execute clients’ instructions, accepting and placing orders upon RMs and/or client requests

• Responding to client inquiries on account documentation, account activity, statement information and other service information

• Initiating account openings and closures and ensuring completion of documentation requirements

• Margin calls follow up and collateral issues resolution

• Strive for zero operational loss

• General ad-hoc duties / projects

• Provide back-up CSM duties for the team

People Management

• Understand client requirements and assist PBs in daily maintenance of account relations 
• Work effectively with PBs, business support, service providers and other relevant stakeholders to ensure timely transaction processing and service delivery of clients' requirements

Regulatory Compliance

• Adhering to the Bank's policies and procedures, and MAS regulatory requirements and achieving compliance standards at all times.

Requirements:

Qualifications

• Degree / Diploma

Professional Qualification and/or Regulatory, Licensing Requirements  

• CACS 1 and CACS 2 Certifications
• CFMAS Modules: Module 1, Module 6, Module 6A

Relevant Work Experience 

• At least 5 years of relevant banking experience supporting Relationship Managers in the high net worth segments. Supporting RMs in Indonesia, Malaysia, and Singapore

Technical/Functional Skills

• Knowledgeable in general products and services offered in the High Net Worth segment
• Understand the various department BAU

Personal Skills (Soft Competencies)

• Strong interpersonal skills with external and internal clients with keen interest in client services
• Understands the profile of various High Net Worth individuals in order to deliver excellent client service
• Meticulous and ability to handle pressure