You will be part of a team of highly trained professionals responsible for delivering a high-quality and consistent service experience to Privilege clients. You will manage, strengthen, and sustain client relationships by understanding clients' needs, coordinating service resolutions, and ensuring adherence to established service, operational, and regulatory standards.
This role plays a key part in enhancing client satisfaction, supporting client retention initiatives, driving business growth through cross-selling opportunities, and ensuring full compliance with KYC and AML requirements.
Key Responsibilities- Serve as the primary point of contact for Privilege clients, providing financial advisory services and appropriate financial and investment solutions while consistently delivering high service standards.
- Coordinate with internal stakeholders to provide a seamless client experience across operational, servicing, and administrative touchpoints.
- Provide timely and accurate information, ensuring client needs are addressed professionally and with a strong service orientation.
- Fulfil KYC and AML obligations in accordance with regulatory requirements and internal policies.
- Ensure proper advisory procedures and documentation while adhering to the Bank's internal policies, business processes, and regulatory requirements (e.g., FAA and other relevant statutory acts).
- Contribute to key business metrics through service excellence, including:
- Reducing Gate Outflow by implementing retention strategies to minimise client attrition.
- Growing Deposits by fostering trust-based relationships and delivering consistent service.
- Improving the Qualified Ratio by enhancing portfolio quality through structured client engagement and effective service governance.
- 3 to 8 years of relevant experience in banking, client servicing, or relationship management, preferably within affluent banking or retail banking segments.
- Strong understanding of banking processes, service operations, and client servicing frameworks.
- Prior exposure to AML, KYC, or regulatory processes within a financial institution is an advantage.
- Excellent interpersonal, communication, and stakeholder management skills, with the ability to effectively address diverse client needs while maintaining a strong service mindset.
- Self-motivated, organised, and committed to delivering service excellence.
- Possess relevant accreditation (M1B, M2B, M5, M6, M6A, M8, M8A, M9, M9A, HI)
We regret to inform that only shortlisted candidates will be notified.
EA: JAC Recruitment Pte. Ltd.
EA Licence: 90C3026
EA Reg No. R1879356
EA Personnel Name: Tan Deshun
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