Handle and liaise with support partners to resolve administrative and operational matters for TL/RMs. Handle clientsâ?? 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 clientsâ?? 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.
Understand the Bankâ??s KYC/AML/CDD framework.
KEY COMPETENCIES:
Experience in Client Servicing
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.
Experience in liaising with Mandarin-speaking clients and stakeholders.