Job Role:-
· 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.
Job Requirement:-
· University degree, preferably in banking or finance related discipline
· Several years of experience in bank operational roles, preferably wealth management related
· 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
The CLM function supports in Client Lifecycle & Transactions operations including Onboarding, Offboarding, Names Screening, Periodic KYC Preparation, Payments, Asset Transfers & Discounts management
