Private Bank - Client Service Executive
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Key skills for this role
About the Role
Provide client servicing support, manage operational requests, and assist relationship managers while ensuring compliance and fostering strong stakeholder relationships.
Key Skills for This Role
Responsibilities
- Act as primary point of contact for RM and client for operational requests
- Handle and respond to RM requests and client queries
- Assist in new account opening and preparation of account opening pack
- Liaise with CLM/AFC/OBS/KYC Review Team for follow up
- Ensure timely assistance in input of call reports
- Support RMs in after sales tasks and marketing events
Requirements
- Provide fundamental support to Team Head, RMs, and IMs
- Handle operational requests and client queries
- Assist in new account opening process
- Ensure timely completion of operational tasks
- Remain current on operational processes and regulatory framework
Full Job Posting
Job Overview
- Provide fundamental support to Team Head, Relationship Managers, Investment Managers in client servicing and operational support.
- Act as primary point of contact for RM and client for all operational requests.
Key Responsibilities
- Handle and respond to RM requests and client queries related to account documentation, balances, maintenance, statements, and product information.
- Assist RM in new account opening process and preparation of account opening pack.
- Liaise with CLM/AFC/OBS/KYC Review Team for follow up and additional information.
- Ensure timely completion of operational tasks to maintain service levels.
- Input call reports and maintain proper record retention.
- Support RMs in after sales tasks and coordination of marketing events.
Qualifications
- Good knowledge of operational processes, services, and firm systems/applications.
- Understanding of regulatory framework and policies to mitigate risks.
- Strong working relationships across coverage, product, and infrastructure divisions.
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