Private Bank
Wealth Management
ClientServiceExecutiveAssociate/AVP
“Client Service Executive - Associate / AVP at Private Bank. Skills: Client Service Executive, Private Banking, Wealth Management. Support Private Banker to provide excellent service to high net-worth clients so as to achieve client retention. handle daily business-as-usual tasks within the desk and market”
What You'll Achieve.
achieve client retention
Industry & Context.
resolving account/payment problems; Ability to understand issues and appropriately escalate to Management in a timely fashion
What They're Looking For.
Must Have
Working experience from Private Banking or Wealth Management business is a must., Relevant local licenses and qualifications such as CACS Paper 1 and 2 is a must., Fluent (written and oral) in English
What You'll Do.
Support Private Banker to provide excellent service to high net-worth clients so as to achieve client retention
handle daily business-as-usual tasks within the desk and market
Understanding of all desk administration
ability to manage all arrangements related to the meeting
Understand client requirements and assist Private Bankers in daily maintenance of account relationships
Act as the client key interface over initiation of clients' instructions
monitor funds for payment
prepare clients' fax instructions
forms and loan disbursement instruction
Ability to understand issues and appropriately escalate to Management in a timely fashion
Develop good understanding of the governing regulatory framework
including but not limited to applicable confidentiality/secrecy/data protection regulations and cross border rules where relevant
How You'll Work.
Team & Collaboration
support the Relationship Managers (RMs) and Investment Managers (IMs); work collaboratively
Communication Scope
Fluent (written and oral) in English
Applying for this Client Service Executive - Associate / AVP role?
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