Client Service Officer- Wealth Management

  • -
  • Singapore
  • Permanent, Full time
  • CA Indosuez (Switzerland) SA, Singapore Branch
  • 10 Dec 18

Support Relationship Managers in the day-to-day management of the client relationship.

Key Responsibilities:

To discharge his/her following responsibilities in full compliance with the Bank’s Code of Conduct and Procedures:

• Open accounts, prepare documentation and general instructions;

• Process credit approvals, investment and deposit transactions;

• Execute clients’ instructions;

• Effect transactions on behalf of clients and informs relationship managers and clients of any irregularities according to account documentation or general instruction;

• Ensure that private banking transactions comply with the Bank’s policies and legal requirements;

• Key contact for clients’ enquires on daily operational basis;

• Conduct controls-related duties (eg. call-back, etc); and

• Assume any other tasks as assigned.

Requirements:

• University degree or equivalent
• CACS Paper 1 & 2 required
• 3-5 years of relevant experience, private banking experience will be an advantage
• Good communication and interpersonal skills.
• Ability to work under stressful and fast pace environment
• Customer oriented, self-motivated and meticulous
• Proficiency in Microsoft Excel, Word, PowerPoint and other PC applications