Client Service Executive, South East Asia Market - Private Banking
Foreign bank · Large bank
CentralOn-site
Role overview
GCB 5
We are currently seeking a high calibre professional to join our team as a Client Service Executive.
In this role you will:
The role's main responsibilities include acting as primary point of contact for high net worth or ultra high net worth individual clients externally and clients internally for flow transactional banking elements with the client base.
This role supports one or more Relationship Managers to deepen high net worth or ultra high net worth individual client relationships and improve income generation through focused business development activities.
This job will carry out some or all of the following tasks:
Maintain the highest standard of excellence in client service by attending to high net worth client enquiries and requests
Ensures high net worth client account opening documents are complete and accurate and requirements are met and ensure that any data input is dealt with in a timely manner and in the correct and consistent format
May be involved in the credit application process by ensuring that all credit applications meet deadlines
Ensure that all high net worth client-service related activities are fully in compliance with the processes and procedures contained in it
Assist Relationship Managers in taking orders and preparing daily transactions accurately, promptly and completely and ensures smooth co-ordination with processing departments on migrated processes
To be successful you will need:
Minimum of Bachelor degree in business, finance, related field or equivalent experience
Proven and progressive private banking experience or equivalent
Good understanding of the major products or services available in the private banking industry
Credit Skills, ideally obtained in an area dealing with High Net Worth individuals or Business Banking
Technology Skills, knowledge of Microsoft Office Applications
Excellent communication s...
Experience: Entry level
Connect with an insider to learn more about this role (team culture, interview focus, and how to stand out).
Requirements
May be involved in the credit application process by ensuring that all credit applications meet deadlines
Ensure that all high net worth client-service related activities are fully in compliance with the processes and procedures contained in it
Assist Relationship Managers in taking orders and preparing daily transactions accurately, promptly and completely and ensures smooth co-ordination with processing departments on migrated processes
Minimum of Bachelor degree in business, finance, related field or equivalent experience
Proven and progressive private banking experience or equivalent
