This position offers the successful candidate the unique opportunity to work closely with experienced private bankers dealing with Financial Intermediaries (FIMs) business, ensuring they are supported with exceptional service whilst adhering with stipulated requirements and controls to achieve sustainable business growth.
- Serve as the central point of contact to Front Office for all FIM-related inquiries, ensuring they understand and adhere to the relevant FIM specific requirements per bank’s policies and procedures.
- Offer guidance to Front Office on the right service mode for the FIM entity, tailored to their specific needs and requirements to ensure a seamless experience to FIMs.
- Provide Front Office with administrative support for FIM entity onboarding, life cycle management, and service delivery processes to ensure accurate and up-to-date information are captured to Bank’s systems.
- Support Front Office for FIM periodic reviews with the preparation of the review pack to ensure timely completion of reviews with the same standards and efficiency.
- From time to time, collaborate with stakeholders identify gaps and implement process enhancements to improve efficiency and service standards.
- Represent team to participate in ad hoc discussions, projects, initiatives and/or UATs.
Requirements:
- Minimum Bachelor's degree, or equivalent, in finance, business, or a related field.
- Minimum 3-5 years prior experience in client servicing, compliance, or support function with a financial institution.
- Strong knowledge of banking regulations, compliance frameworks and industry best practices.
- Good understanding of common financial services and products.
- Analytical, meticulous, and attention to details.
- Excellent communicator with good interpersonal skills and team player.
