About the role
Support Relationship Managers in servicing high net-worth clients, handling account maintenance, documentation, and onboarding.
BankingOnsite
Key Responsibilities
- Support Relationship Managers (RMs) to provide excellent service to high net-worth clients so as to achieve client retention
- Partner Client, Business Support and service providers to ensure timely transaction processing and service delivery of clients' requirements
- Understand client requirements and assist RMs in daily maintenance of account relationships
- As client key interface over initiation of clients' instructions, monitor funds for payment, prepare clients' fax instructions, forms and loan disbursement instruction
- Initiate account openings / closures / update instruction checklists and interface with client to ensure completion of documentation requirements
- Track and follow up on outstanding documentation and client outstanding fee payments
Requirements
- Bachelors Degree with at least 3 years experience in a banking service role
- Strong interpersonal and communication skills
- Strong knowledge of the banking products & services and procedures
- Good understanding of financial, investment products & services including equity and bond markets
- Strong knowledge of offshore compliance and regulatory requirements as well as exposure to multicultural issues
- Possess CACS Certifications 1 & 2