SEB is a leading northern European financial services group. Bring an entrepreneurial mindset, passion for earning, and a collaborative nature, and you will have the opportunity for a long and exciting career here.
At SEB, we have always believed that the future depends on turning great ideas into reality. Ever since we welcomed our first customer in 1856, we have been a catalyst for positive change by providing responsible advice and capital to people with ideas for the future. Grounded in our long history and strong heritage, we want to create long-term value for all our stakeholders by being curious about what the future holds. We have a strong ambition to accelerate the pace towards a sustainable future for people, businesses, and society. Our skilled and dedicated employees stand by our customers in good times and bad and offer financial products and services that meet their ever-changing needs – both in our home markets in northern Europe and through our international network around the world.
Read more: https://sebgroup.com/
Client Support Service, Private Wealth Management & Family Office Singapore
We are looking for an experienced, committed and result oriented talent to join us as the Client Support Service Officer to support the. Private Wealth Management & Family Office in Singapore.
The main responsibility is to assist in Client Servicing and Administration, Operations, Know Your Customer (KYC) and Anti Money Laundering (AML) updates for the PWM & FO in Singapore,
The role is based in Singapore and reports to the Head of Private Wealth Management & Family Office in Singapore.
Duties and Responsibilities:
Client Servicing/Administration /Operations
- Responsible for preparing account opening forms and ensure complete submission of documents.
- Assist with different reporting needs of the unit.
- Support in operations processes that will ensure delivery of good customer service levels, such as: payments verification/perform independent voice logs for payments & updates of client data, statement mailing and archiving, internet banking devices/Digi passes, credit cards, etc.
- Prepare relevant files and account reports for Client Executives prior to meeting clients.
- Coordinate and follow-up on credit card matters
- Archival of client records
- Assist in other administrative tasks where necessary.
- Coordination of client events
Anti Money Laundering/Know Your Customer/Know Your Transaction (AML/KYC/KYT)
- Assist in the AML/KYC/KYT process to ensure documentation is complete, submitted within deadlines as well as to coordinate with Head Office on reviews relating to cross border managed account. Ensure prompt update of KYC documentation review status in the system. Google name screening.
Requirements:
- At least 2-4 years’ experience in the banking industry preferrable within private banking.
- Ability to multitask, prioritize and work well under pressure with minimal or no supervision.
- Ability to work with sensitive information in a professional and confidential manner.
- Good knowledge of the organisation’s set up combined with a well-established collaborative network of contacts across the organisation to facilitate liaison.
- IT literacy and the ability to use in-house systems in addition to relevant work-related software applications.
- Communication skills: ability to express clearly and logically, verbal and written.
- Process Improvement – analysis and restructuring of processes and work flows to improve quality and promote greater efficiencies and/or cost savings.
