To provide administrative services to Private Banking clients and Team Leader (TL) / Relationship Manager (RM) in relation to client on boarding, investments and transactions by coordinating between the relevant support and operations functions.
PRINCIPAL ACCOUNTABILITIES - Handle and liaise with support partners to resolve administrative and operational matters for TL/RMs.
- Handle clients’ 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.
- 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/M...