Responsibilities
- Establish good rapport with clients and assist in servicing their requirements
- Provide administrative and operational support for the team
- Assist the team in executing investment transactions and monitoring clients' investment positions
- Handle new account opening, account maintainance, credit application, etc.
- Handle any periodic reviews i.e. credit, KYC and Client Risk Questionnaire
- Highlight suspicious activitities/ behaviour of clients and staff (e.g. account irregularities) to the team and respective departmants responsible for it
Requirements
- Some experience in a KYC related or client service role in a Private bank
- Strong interpersonal and communication skills
- On the job training will be provided