Job Responsibilities
- Delivers superior client experience through understanding, anticipating, and executing client’s transactionsandproviding excellent administrative and organizational support to Private Bankers (Senior Client Advisor/MarketHead/Senior Team Lead)Prompt and accurate processing of clients banking and investmenttransactions.Activities include and is not limited to account onboarding and static maintenance, assettransfers, deposit, andloan processing.
- Market covered: Asia
- Track and manage document deficiencies attend to client queries and review and resolve client enquiriesandissues in a timely and satisfactory manner
- Coordinate across departments to implement and deliver on client commitments
- Escalate service issues to relevant internal stakeholders
- As and when required, Senior CAAs Provide financial solutions that are tailored to customers' needs andobjectives or provide mentorship to new CAAs as well as participate in adhoc projects e.g., systems applicationUAT, process improvements and focus groups.
Job Requirements
• Minimum Diploma/Degree holder with preferably 3 years minimum experience as an Assistant RM (ARM)intheWealth Management segment (including Premier / Priority Banking segment)
• CACS Certification (Paper 1 & 2) – a strong advantage
• Knowledge in booking and settling trades of various asset classes and products a strong advantage e.g.FixedIncome, Equities, FX-linked products, unit trusts, Funds, Structured Notes, and handling account openingdocumentations, payments and securities transfers.
Generic Skills
• Service Orientation
• Communication
• Problem Solving
• Interpersonal Skills
• Teamwork
• Lifelong Learning
Technical Skills
• Account Management
• Technology Application
• Service Challenges
• Stakeholder Management
• Partnership Management
