Private Bank - Client Service Executive

Provide fundamental support to the Team Head, Relationship Managers (RM), Investment Managers (IM) to assist in the day-to-day business activities in all aspects of client servicing and operational support.

Act as the primary point of contact for RM and client for all operational requests by liaising with key stakeholders Onshore and Offshore (Cross Border, CLM, Business Management etc) Responsible for timely action on requests and issue resolution to meet the client/RM requirements.

Handle and respond to RM requests and client queries related but not restricted to account documentation, account balances, account maintenance activity, statement information, general product and/or service information.

When required, attend client meetings along with RM to provide support to meet client requirements.

Assist RM in new account opening process preparation of comprehensive account opening pack for submission to CLM team post client signature.

Possess good knowledge for review and preparation of client signed quality packs including Booking Centre documents to be submitted to local CLM team for New Account opening.

Assist RM in liaising with CLM/AFC/OBS/KYC Review Team for follow up/provide additional information/documentation if requested.

Follow up on any Booking Centre/Regulatory document deficiencies promptly to help RMs achieve their Key Risk Indicators (KRIs).

Ensure all operational tasks related to client accounts are completed in a timely manner to ensure satisfactory service levels to clients.

Ensure timely assistance in input of call reports (provided by RM) and proper record retention of call reports in Group shared folders (protected at all times) wherever applicable.

Remain current and thorough on operational processes, services and firm s systems/applications.

Develop good understanding of the governing regulatory framework and upholding relevant policies/procedures to mitigate risks; ensuring that the Bank is protected.

Support RMs in performing client after-sales tasks and coordination of marketing events invitations and approvals.

Where applicable, managing the daily mailing of documentation to the relevant booking centres.

Fostering strong working relationships across coverage, product and infrastructure divisions.

Participate in all AM group projects and meetings.

Handle any regulatory/non-regulatory projects within the stipulated deadlines.

Liaise with IT for arranging any Video conference meetings/calls.

Ensure back-up responsibilities in the absence of other support staff to ensure business continuity.