RESPONSIBILITIES:

• Handle and liaise with support partners to resolve administrative and operational matters for TL/RMs. Handle clientsâ?? enquiries/needs and assist in servicing their requirement. Establish good rapport with clients and service their needs effectively and on a timely basis.
• Assist TL/RMs in executing investment transactions.
• Assist TL/RMs in monitoring clientsâ?? position.
• Handle new account opening, account maintenance, credit application. Ensure completeness of documents per the internal requirements.
• Handle any periodic reviews such as credit, KYC and Client Risk Questionnaire.
• Highlight suspicious activities/behavior of clients and staff e.g. account irregularities to Team Leader/Management/Compliance.
• Understand the Bankâ??s KYC/AML/CDD framework.

KEY COMPETENCIES:

• Experience in Client Servicing
• Knowledge in KYC/AML/CDD process
• Knowledge in investment products is preferred
• Good interpersonal skill and team player
• Good communication skills
• Organized and meticulous
• May deal with Mandarin-speaking stakeholders and documents.
• Experience in liaising with Mandarin-speaking clients and stakeholders.