Job Responsibilities
- Support the team by providing administration duties such as:
- Ensuring account opening forms are in order, initiate and/or follow up on account opening documents and/or any other documents relating to PB transactions as well as interface with clients to ensure completeness of documentation;
- Ensuring efficient & prompt management of orders, execution of transactions (eg equity, FX, bonds, investment products)
- To be proactive in liaising and following up with the various departments to ensure the work is done promptly
- Provide necessary information to:
- RMs and Product Specialists to ensure transactions for clients are carried out properly; and
- RMs so that they have sufficient information to manage relationships effectively.
- Ensure that all legal & compliance guidelines are adhered to, working with back office to minimize operational errors. Work with manager to ensure the team complies with Bank and regulatory requirements.
Qualification
- Diploma or Degree holder
Work Experience
- Minimally 5-7 years’ working experience, preferably in private banking
