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Client Lifecycle Management (CLM)

$ 3,500 - $ 4,500 / month

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Job Description

Resposibilities

  • Enable client activities through timely action on client requests with high precision
  • Leverage leading technology tools to automate and improve efficiency
  • Collaborate well with partners from various functions and come up with innovative solutions for our clients
  • Maintain client privacy by demonstrating sensitivity and keen understanding of data confidentiality
  • Protect the bank by maintaining in-depth awareness of potential breaches and act proactively to prevent their occurrence

Requirements:

  • University degree, preferably in banking or finance related discipline
  • 0-3 years of experience in bank operational roles, preferably wealth management.
  • Keen understanding of client lifecycle processes which includes documentation, screening and static change
  • Good client service mindset with excellent communication and problem-solving skills
  • Strong risk and control mindset with a structured and logical approach to analysis and problem-solving.

This is open to all candidates who would be able to fulfill the aforesaid requirements

Job Description

Resposibilities

  • Enable client activities through timely action on client requests with high precision
  • Leverage leading technology tools to automate and improve efficiency
  • Collaborate well with partners from various functions and come up with innovative solutions for our clients
  • Maintain client privacy by demonstrating sensitivity and keen understanding of data confidentiality
  • Protect the bank by maintaining in-depth awareness of potential breaches and act proactively to prevent their occurrence

Requirements:

  • University degree, preferably in banking or finance related discipline
  • 0-3 years of experience in bank operational roles, preferably wealth management.
  • Keen understanding of client lifecycle processes which includes documentation, screening and static change
  • Good client service mindset with excellent communication and problem-solving skills
  • Strong risk and control mindset with a structured and logical approach to analysis and problem-solving.

This is open to all candidates who would be able to fulfill the aforesaid requirements