Overview of business area or project:

This role will be focused on providing 1st line support for queries/ requests entering the Client Lifecycle Management and Control (CLMC) Function and assists with the handling of complex cases and queries. This role would also serve as the CLMC liaison to other Private Banking (PB) functions (e.g. Front Office, Location Business Management, Market Business Management) on CLMC topics.

Key Responsibilities:

The Client Lifecycle Management (CLM) team supports the APAC division with Private Banking account lifecycle management processes from maintenance to account closure. This role will be focused on first line support for queries and requests entering the CLM team and is expected to support in the following areas:

  • Take on and see through end-to-end cases or queries raised by PB Front Office or other supported functions
    Incorporate feedback received during engagement sessions with PB both with the CLM Products and Services team and respective PB functions
  • Uphold the highest standards of control, always keeping data integrity in mind while carrying out day-to-day tasks
  • Stay relevant with the latest regulatory, policy and procedural requirements
  • Take ownership of relevant procedural documentation and ensure procedures are updated on a timely basis
  • Raise higher risk matters or regulatory questions to the Financial Crime Compliance team
  • Provide support for any regulatory related, audit, review requirements
  • To prepare and conduct training on client maintenance processes as required
  • Deliver continuous operational improvements, in view of the changing operating and regulatory environment
  • Any other tasks assigned by the management

Essentials Skills and Qualifications:

  • Diploma/ Degree holder with min3 years of Private Banking operations experience
  • Relevant client account maintenance / static data maintenance experience
  • Previous experience in client (both internal and external) servicing is an advantage
  • You are a team-player, you are committed to service delivery excellence and always having the Bank and clients' best interests in mind
  • Ability to build and maintain positive relationships with key internal clients including business, operations and colleagues in Compliance and Regulatory Affairs, etc.

Expected Salary: $4,600 Per Month