Private Banking Client Service Specialist SG

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