with a focus on Southeast Asia (SEA) market and deliver exceptional experiences to our clients and Bankers as a Banker Professional.
Job Summary:
Job Responsibilities: (Up to 11 Bullet Points)
- Provide operational support to Bankers and wider integrated team, where appropriate
- Help manage account opening / onboarding process with onboarding officer as subject matter expert for both prospects and existing clients
- Support Bankers with updating account documentation / authorities & Sig Lists on an ad hoc basis and within the role of managing client Periodic Review process
- Help with business and banker projects and strategies for prospects and clients including subscription and content management
- Help with team projects and admin (weekly flows commentary, pipeline reporting etc.)
- Support to resolve ad hoc client queries and standard reporting
Required qualifications, capabilities and skills (Up to 11 Bullet Points):
- Bachelor’s degree in Finance or Business or equivalent in any discipline
- Minimum 1 year experience in Private Bank or other relevant Financial Institutions, and background in client service
- Excellent interpersonal skills, both written and oral
- Self-starter, extremely organized and detailed-oriented with strong commitment to accuracy
- Ability to multi-task and manage priorities effectively
- Good judgment and problem-solving skills
- Absolute discretion when dealing with confidential matters
- Ability to work both independently and as a team player
- Exceptional follow-up and follow-through skills
- General comfort level with Internet/Intranet usage and ability to learn proprietary software