Key Responsibilities
  • Support the mandate account opening process, improve service delivery and reduce rejection rates
  • Provide daily / weekly MI on status of in-progress requests and rejection analysis
  • Work with Front Office RMs and ARMs
  • Carry out formality checks
  • Signature verification through system
  • Manage internal forms that clients need to fill up
  • Attend weekly working group meetings
  • Streamlining of current processes
  • Stakeholder management
Essentials Skills and Qualifications:
1. 3-5 years of relevant experience
2. Private Banking experience preferred
3. Familiar with client documentation
4. Static data maintenance knowledge and experience is a plus
5. Familiar with Temenos (T24) and processing of client documents
6. Proficiency in Microsoft Excel to generate reports (pivot tables etc.)
7. Keen sense of time in managing urgent requests
Salary Range: $5,000 - $5,700 Per Month