Client Services Officer - Private Banking

Job Purpose: To provide administrative services to 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 Key Responsibilities: • 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. • Assist TL/RMs in monitoring clients’ 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. • Attend all IPB Compliance and other mandatory training. • Understand the Bank’s KYC/AML/CDD framework. • To input the deal into the systems or raise appropriate deal tickets and complete the task at high efficiency, high accuracy, fast speed and minimal errors. Key Requirements • Experience in PB Client Servicing • Relevant CACS certifications (Papers 1 & 2) • 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. Proficiency in English and Mandarin is essential