Client Relationship Officer
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- Singapur Genf
- Unbefristet
- Vollzeit
- Assist RMs in all aspects of client service and administrative support.
- Respond to all client queries and capable of resolving most issues and requests.
- Take and execute client orders, including but not limited to money market, securities and FX transactions.
- Monitor daily cash management activities.
- Prepare and handle of account opening documents and compliance with AML requirements.
- Prepare credit excess reports.
- Ensure client's records / accounts / investments / market information are current and information updates are timely maintained with relevant accompanying correspondences and meeting reports.
- Ensure necessary follow-up actions are promptly taken on various operational matters e.g. deficiency and outstanding documentation.
- Prepare relevant files and account reports for portfolio manager / banker prior to meeting with clients..
- Provide back-up for other team members when required.
- Ensure fit-and-proper requirements are met (e.g. CPD requirements, complete mandatory training etc.) as stipulated by the regulators.
- Liaise with head office for any administrative issues.
- University degree or equivalent, preferably in Economics or Finance.
- Relevant work experience with at least 5 years' experience in client servicing roles within Private Banking business.
- Fluent in English and Mandarin to liaise with Chinese speaking clients
- Strong understanding of financial products and services
- Number orientated and experience with Multi-Family Office and trust set-ups
- Good knowledge of Avaloq is a plus.
- Excellent interpersonal, communication and client interfacing skills.
- Experience with managing internal and external clients.
- Familiar with AML and compliance requirements within the Private Banking space.
- CACS Papers 1 and 2 (pre-requisites), CMFAS M1B or M3, and M5 would be advantageous.