Private Bank - Client Service Executive, EAM - AVP
Salary undisclosed
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- Flexible benefits plan including virtual doctor consultation services
- Comprehensive leave benefits
- Gender Neutral Parental Leave
- Flexible working arrangements
- 25 days of annual paid leave, plus public holiday & Flexible Working Arrangement
- Support Private Banker to provide excellent service to External Asset Managers and high net-worth clients so as to achieve client retention, and be able to handle daily business-as-usual tasks within the desk and market
- Understanding of all desk administration and ability to manage the meetings and travel arrangements of Private Bankers
- Understand client requirements and assist Private Bankers in daily maintenance of account relationships
- Act as the client key interface over initiation of clients' instructions, monitor funds for payment, prepare clients' fax instructions, forms and loan disbursement instruction
- 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
- 7 or more years of relevant client service executive or assistant relationship manager experience for AVP level.
- Working experience from Private Banking or Wealth Management business is a must.
- 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
- Fluent (written and oral) in English
- Meticulous, methodical and concise, with a strong attention to detail
- Relevant local licenses and qualifications such as CACS Paper 1 and 2 is a must.
- Flexible working to assist you balance your personal priorities
- Coaching and support from experts in your team
- A culture of continuous learning to aid progression
- A range of flexible benefits that you can tailor to suit your needs
- Training and development to help you excel in your career