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Bordier & Cie is an independent Private Banker established as an unlimited liability partnership in 1844 in Geneva. Since then, we have grown into an international banking group owned and managed by the fifth generation of the family.
Our Asian operations are personally led by one of the bank's partners who is based in Singapore full-time where we offer full spectrum of traditional private banking and wealth management services.
Key Features of the Position
Act as the main point of contact for a portfolio of clients dealing with day-to-day administration across the range of services and products in the Bank
Respond in a timely and professional manner to client requests, owning task execution end to end, working pro-actively with other business units to ensure delivery, resolve issues with minimal/no errors
Assist with end to end account management, monitoring and reviewing of all accounts to ensure they stay within the parameters requested by the client
Assist Relationship Managers in management of client relationships by handling the administrative matters arising from client meetings (e.g. account opening, reporting), including annual reviews and credit applications/reviews
Provide support in account opening and maintenance, transaction processing and service delivery of clients' requirements
Prepare ad-hoc reports for clients upon request
Identify opportunities to improve current procedures and ways of working to the benefit of our clients and assist in the implementation of change
To perform gate-keeping functions to ensure Relationship Managers' compliance to all regulatory and internal policies and procedures
Maintain an up to date working knowledge of the markets, economic position, research view and product set
At all times comply with the Bank's internal policies and practices; as well as all relevant industry rules and regulations
CACS Paper I & II
Professional and Technical
Tertiary education with a minimum of 4 years of work experience in the Wealth Management area
Knowledge in booking & settling of trades of equities, derivatives, mutual funds, FX-linked products; handling account opening documentations, checking & releasing of payments and securities transfers
Familiar with the legal & regulatory environment
Excellent organizational, client servicing and problem solving skills
Personal and Social
Excellent inter-personal skills
Open and approachable
Displays genuine interest in people
Ability to relate to clients and colleagues from diverse backgrounds
A natural team player
Persistent and persuasive
Passionate about client service
Possesses good judgement and ability to work under pressure