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Establishing strong working relationships with the private bankers and clients to ensure all operational and compliance tasks for Private Banking Relationship Manager are completed accurately and timely.
Provide administrative and client service support to the Relationship Managers (RM)
To act as second point of contact for clients dealing with issues on behalf of the private banker and covering during their absence
Route or answer routine correspondence or questions that does not require relationship manager attention
Response to clients enquiries and execute instructions and accomplish customer orientated processes
Maintain documentations of client accounts, transactions and any related Data
Schedule appointments, prepare correspondences, make travel arrangements and produce presentation materials for the RM
Coordinate with different departments and other support functions for operational issues, compliance etc.
Assist in the new account openings and servicing of existing accounts (admin portion only)
Support Bankers in growth goals and service quality standards established for assigned clients and inputting orders in Avaloq system
Any other ad hoc duties as assigned
Assists Private Banking clients with requests such as line advances, account maintenance, balance inquiries, transfers, and wires, etc. These requests may come in the form of fax, telephone, e-mail or from a Private Banking Relationship Manager.
Performs additional customer service activities such as researching discrepancies and resolving issues.
Bachelor degree with minimum 3 -5 years experience in the Private Banking sector.
Good command of English. Mandarin/Bahasa language ability will be an advantage.
Professional written and verbal communication skills
Ablility to demonstrate a strong client focus and will have excellent attention to detail
A highly energetic personality with a sense of urgency.
Ability to work effectively, prioritise tasks efficiently, multi-tasks and work to deadlines.
A strong understanding and experience of investment products within the private banking environment