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**About the job**: **_If you are looking to excel and make a difference, take a closer look at us The incumbent plays a critical role in building a strong relationship with our high net worth clients. _**
**Summary**
Support Private Banking Relationship Manager(s) in providing excellent client services and ensuring that all KYCs (Know Your Customers) and documentation relating to Private Banking transactions are in order.
**Responsibilities**:
- Initiate and/or follow up on documentations pertaining to account opening. - Liaise with clients to ensure that submitted documents are in order. - Ensure efficient & prompt management of orders as well as execution of transactions. - Collaborate and obtain information from internal stakeholders so that work can be performed promptly. - Provide background information to Relationship Managers and Product Specialists to facilitate the execution of clients’ transactions. - Establish credit facilities for clients and provide close monitoring of accounts. - Participate in UAT testing pertaining to system enhancements and work process improvement initiatives. - Ensure compliance with the Bank’s legal and compliance guidelines and regulatory requirements.
**Requirements**:
- Bachelor’s Degree in Business, Banking & Finance or equivalent. - 5 to 7 years of relevant work experience in a similar role, preferably in private banking. - Possess certification in Client Advisory Competency Standards (CACS) Paper 1 & 2. - Meticulous, with an eye for detail. - Able to multi-task and thrive in a fast-paced work environment. - Good stakeholder and project management skills. - Excellent interpersonal and written skills.
