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Job Description

A fast growing bank known for its strength in the Asia market is looking for a Client Service Representative to join their expansion. As an Assistant Relationship Manager you will serve as an important team support staff for both the Relationship Managers and the clients.

Main responsibilities:  

  • You provide administrative and client service support to Senior Relationship Manager and responding to all client's enquiries.
  • You will also be required to maintain client's data, conduct KYC, status of credit reviews/renewals, etc.
  • Partner with clients, business support and service providers to ensure timely transaction processing and service delivery of clients’ requirements.
  • Initiate account openings / closures / update instruction checklists and interface with client to ensure completion of documentation requirements.
  • In terms of personality, you need to be very switched on and you understand how to tackle things efficiently. This is a desk that requires you to function not just as an assistant to the Relationship Managers but as a co-partner to the business.

Requirements:  

  • A recognised University Degree or professional qualifications.
  • A demonstrated track record of performance.
  • Certificates in CACS Paper 1 and 2.
     

NOTE: THIS IS AN URGENT ROLE. We are open to consider candidates without a Private Banking background if there is experience of client support in other capacity. CACS 1 and 2 however are required.
 

This is a great opportunity for an entry to Private Banking. If you are interested in this role please apply below or contact me for more information.