Job responsibilities:
- Provide support to Relationship Managers in servicing clients, focusing on sustainable long-term client relationships, built on trust and mutual respect.
- Provide highest professional level of client and account administration services with focus on accuracy and efficiency, including timely completion of administrative tasks
- Conduct a sustainable business in line with regulatory expectations and the Bank’s Code of Conduct/directives/policies/processes.
- Maintain personal ‘Fit & Proper’ requirements and fulfill industry competence/regulatory/notification requirements at all times.
- Apply the highest standards in respect of client onboarding, investment suitability, quality of investment advice, banking and trading transactions, client monitoring, account reviews as well as documentation of client interaction – to ensure ongoing compliance with all applicable directives, rules & regulations.
- Meet individual targets as per own BSC and attend all relevant meetings/trainings.
- Understand the profile/needs of clients well to be able to match LGT’s offering with client requirements.
- Meet the day-to-day servicing requirements of all clients (e.g. execute client transactions timely, ensure minimal errors, avoid complaints, avoid trading errors).
- Make recommendations to Relationship Managers related to client portfolio opportunities and manage the costs in a sensible and entrepreneurial manner.
- Understand and use LGT’s platform and offering responsibly, ensuring resources (e.g. Investment Services, Wealth Planning, Credit, Trading & Treasury, PBA Portal) are used effectively.
- Train and help new ARM / new team member on system and day-to-day tasks and responsibilities.
- Support of marketing events/ functions.
- Serve as a brand ambassador for the culture and values of LGT Group during interaction with clients/stakeholders and in public behavior.
Requirements:
- Minimum bachelor’s degree holder of business/banking/finance or relevant discipline
- Prior experience in Private Banking industry and knowledge on Avaloq system is a plus
- Team player, understands the importance of collaboration and is committed to service delivery excellence
- Excellent communication skills, confident corresponding with internal and external stakeholders
- Experience in supporting Mandarin-speaking and/or Thai-speaking clients
- Continuously upgrade your skills and knowledge base (whilst at least fulfilling annual regulatory training requirements), on markets, products, research, etc., in order to discharge your role/duties in a satisfactory manner.
- Always interact/communicate respectfully with all stakeholders (internal/external) and exhibit impeccable behavior in day-to-day business.
- Handle/support any additional task/ad hoc project as required/assigned
