Job Description

Job summary

  • Support relationship managers in performing various client transactions and delivering high quality customer services to high net worth clients;
  • Involve in executing clients instructions, performing account opening procedures, preparing and collecting documentation from clients in a timely and accurate manner;
  • Process credit approvals, investment and deposit transactions, and coordinate with relevant teams when required;
  • Proactively monitor clients' account status and report for any irregularities;
  • Act as a key contact, both external and internal, for clients' daily operational enquiries;
  • Ensure the performing transactions are in compliance with the Bank's policies and legislative requirements;
  • Complete all mandatory training as required to attain and maintain proficiency;
  • To manage meetings and travel arrangements of RMs;
  • To assist RMs in updating client documentation to meet KYC requirement. Track ...

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