Private Banking Client Service Specialist SG

CIMB Singapore · Singapore

Responsibilities:

Strategy and Planning

Supporting Private Bankers (PBs) to provide excellent service to high net worth clients so as to achieve client retention
Ensure transactions executed with high accuracy and efficiency
Contribute/implement process and service delivery improvement ideas

Business Performance and Management

Assist the Private Bankers (PBs) in the handling of all client support matters, including but not limited to, account opening, KYC, policy compliance, trade execution/input, account administration, client inquiry liaison and sales support
Receiving and executing trade orders in a timely and accurate manner
Cover PBs for simple sales when required
Execute clients’ instructions, accepting and placing orders upon RMs and/or client requests
Responding to client inquiries on account documentation, account activity, statement information and other service information
Initiating account openings and closures and ensuring completion of documentation requirements
Margin calls follow up and collateral issues resolution
Strive for zero operational loss
General ad-hoc duties / projects
Provide back-up CSM duties for the team

People Management

Understand client requirements and assist PBs in daily maintenance of account relations
Work effectively with PBs, business support, service providers and other relevant stakeholders to ensure timely transaction processing and service delivery of clients' requirements

Regulatory Compliance

Adhering to the Bank's policies and procedures, and MAS regulatory requirements and achieving compliance standards at all times.

Requirements:

Qualifications

Professional Qualification and/or Regulatory, Licensing Requirements

Relevant Work Experience

At least 5 years of relevant banking experience supporting Relationship Managers in the high net worth segments. Supporting RMs in Indonesia, Malaysia, and Singapore

Technical/Functional Skills

Knowledgeable in general products and services offered in the High Net Worth segment
Understand the various department BAU

Personal Skills (Soft Competencies)

Strong interpersonal skills with external and internal clients with keen interest in client services
Understands the profile of various High Net Worth individuals in order to deliver excellent client service
Meticulous and ability to handle pressure

Provide comprehensive service for bank’s high net worth client and support for Private Bankers.