Responsible for providing administrative and client service support to Relationship Managers (RM) within the front office function servicing Private Banking clients.
- · Provide administrative and client service support to Relationship Managers servicing Private Banking clients.
- · Respond to all client enquiries and instructions and provide resolution to most issues and requests.
- · Monitor transactions and activities in client accounts
- · Support RMs in the provision of financial advisory services to clients.
- · Maintain client data and reports, such as\: contact lists, account numbers, facilities details, status of credit reviews/renewals, etc
- · Handle administrative duties including scheduling of appointments, preparing correspondences, making travel arrangements, arranging meetings and receptions, producing presentation materials.
- · Coordinate with Product Groups, Operations and other functional areas as necessary
- · Ensure adherence to internal and external regulations and policies at all times
- Minimum 3-5 years of relevant experience in client servicing, operations or sales support within financial institutions
- Bachelor degree or diploma holder
- Strong understanding of financial products and services
- Excellent interpersonal, communication and client interfacing skills
- Meticulous, strong attention to details
- Strong Microsoft office skills – specifically in Powerpoint and Excel
- Possess future oriented mindset, strive to innovate and adapt to changes
- Strong understanding of inter-dependencies within the team and able to collaborate effectively across departments
- Ability to thrive in a fast paced environment and remain empathetic, passionate and resilient
- Preferably CACS certified