Client Service Manager M/F

Responsibilities:

1. Support relationship managers in performing various client transactions and delivering high quality customer services to high net worth clients;
2. Involve in executing clients instructions, performing account opening procedures, preparing and collecting documentation from clients in a timely and accurate manner;
3. Process credit approvals, investment and deposit transactions, and coordinate with relevant teams when required;
4. Proactively monitor clients' account status and report for any irregularities;
5. Act as a key contact, both external and internal, for clients' daily operational enquiries;
6. Ensure the performing transactions are in compliance with the Bank's policies and legislative requirements;
7. Complete all mandatory training as required to attain and maintain proficiency;
8. Manage meetings and travel arrangements of RMs;
9. Assist RMs in updating client documentation to meet KYC requirements. Track and follow up on all required documentation from clients in a timely manner.