PRIVATE BANKING CLIENT SERVICES EXECUTIVE (CONTRACT)

The business is looking for a Client Service Executive for the NRI business 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. 

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

Skills:

  • 2-3 years' experience from Private Banking or Wealth Management or KYC business 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

Salary Range: $6,500 - $7,500 Per Month