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· Assist assigned Relationship Managers to achieve financial targets by providing strong support function
· To provide excellent customer service to existing and prospective clients
· Assist in deepening existing client relationships through excellent customer service.
Provide accurate and timely support to Relationship Managers and their clients.
Handling of Relationship Manager's inbound calls where necessary, in particular fielding non-investment related enquiries.
Keep up to date with new developments in banking, financial and SCB investment products and services.
Produce high quality phone and written correspondence to clients.
Actively participate in the prevention of money laundering and fraud by strict adherence and close diligence to the Bank's policies and procedures (including those relating to CDD, PEP, SAR & Risk Status).
Constantly challenge processes and procedures with a view to streamlining and simplifying, to reduce waste and improve service offered to internal and external clients.
· Call Backs to clients to verify high risk payments, change of addresses, enquiries and various administrative matters etc
Assist with the preparation of Client Due Diligence (CDD) reviews, and ensure deadlines are met, plus follow up of issues raised as required by RM
Daily review of overdraft and deposit reports.
Action PD Report and Delinquent Report in line with credit process..
Response to client/RM/ investigations by phone and e-mail
Amex Card and Debit card/PIN ordering and all card related enquiries from clients, transferring these to the Amex or Debit Card centre wherever possible.
Deal with Account Opening documentation and queries as required and assist RM in the Account opening process by inputting into Cupid database, liaising with prospective clients and CAR Team
Co-ordinate all RM client visits to ensure pertinent information is available, eg Documentation for signature, missing KYC etc.
Accurate account of all client contact to be documented on the Bank's systems (Cupid, Sharepoint, Datastore etc)
Deal with and process payments, deposits, foreign exchange and securities transactions accurately and within deadlines and follow up with any queries.
Provide assistance with booking Investment business trips
Provide investment valuations and statements as requested
Participation in AML/CDD and Sanctions awareness training to develop a thorough understanding of the key components in preventing money laundering, terrorist financing and sanction breaches.
Maintain an ongoing awareness and consideration of AML "Red Flags" of suspicious activity in order to determine when it is appropriate to raise a suspicious activity report with the Money Laundering Reporting Officer.
Knowledge / Skills / Experience Required:
General Banking experience, preferably in a Private Bank Client Service role
Solid knowledge of banking practices and associated regulatory requirements
Solid knowledge and adherence to the company's policies and procedures.
Strong verbal and written communication skills
Ability to work under pressure and meet tight deadlines.
Willingness to speak/correspond to clients on a daily basis
Team player, using any spare capacity across the team.
Eagerness to learn all roles within the whole team
Ability to work with Relationship Management team ,Operations, Compliance etc, focusing on working as "one bank"
Good knowledge of how the global financial and investment markets operate.
Good knowledge of SCB products.
We are committed to releasing your full potential, allowing you to continue to make a positive contribution. This role could be the next step in your career journey.. Apply Now