The Bank is looking for a Client Service Executive (contract) for the NRI Market to support the Relationship Managers (RMs) and Investment Managers (IMs) in the new client adoption matters, day to day support, resolving account/payment problems and providing all round operational support. The role will sit in a centralized team reporting to a local manager.

Responsibilities:

• Support Private Banker in new account opening tasks and periodic review matters
• Support Private Banker to provide excellent service to high net-worth clients to achieve client retention, and be able to handle daily business-as-usual tasks within the desk and market
• Understanding of all desk administration, travel booking and ability to manage meetings and all arrangements related to the meeting for the Private Banker
• Ability to understand issues and appropriately escalate to Management in a timely fashion
• Develop good understanding of the governing regulatory framework, including but not limited to applicable confidentiality/secrecy/data protection regulations and cross border rules where relevant

Requirements:

• 2-4 years’ experience in Private Banking or Wealth Management
• KYC business experience is preferred
• Strong team player, also able to meet tight deadlines and multi-task
• Self-motivated and goal orientated and a ‘can do’ personality, who is able to work in a high paced environment
• Meticulous, methodical and concise, with a strong attention to detail

Budget: Up to $7500 per month