Private Bank, Client Service Officer

Hong Leong Bank Berhad; Santo Niño 1st; On-site; PHP 900,000 - 1,200,000; Full time

Job summary

Hong Leong Bank Berhad is seeking a Private Wealth Management Relationship Manager support professional to assist with client service and documentation for PWM transactions. The role focuses on ensuring KYC compliance, accurate account documentation, and smooth processing of investment orders.

The candidate will liaise with multiple departments to ensure timely completion of tasks, uphold regulatory standards, and support RMs in managing client relationships effectively.

Qualifications

• Diploma or Degree holder.
• Minimally 5-7 years' working experience, preferably in private banking.

Responsibilities

• Support the team with administration, ensure account opening forms are in order.
• Initiate/follow up on account opening documents and client documentation.
• Manage orders and execute transactions such as equity, FX, bonds, and investment products.
• Liaise with departments to ensure timely completion of work.
• Provide information to RMs and Product Specialists for proper client transactions.
• Support RMs with information to manage client relationships effectively.
• Ensure compliance with legal and regulatory guidelines and minimize operational errors.
• Collaborate with the manager to ensure adherence to bank policies and regulations.
• Carry out any other duties as directed by management.

Skills

Client service

KYC

Documentation

Relationship management

Banking operations

Education

Diploma or Degree holder

Job description

To support Private Wealth Management Relationship Manager(s) in providing client service to the clients and ensuring that all KYCs (Know Your Customers) and documentation relating to PWM transactions are in order.

Key responsibilities

• Support the team by providing administration duties such as ensuring account opening forms are in order, initiate and/or follow up on account opening documents and/or any other documents relating to PB transactions as well as interface with clients to ensure completeness of documentation
• Ensure efficient & prompt management of orders, execution of transactions (eg equity, FX, bonds, investment products)
• Be proactive in liaising and following up with the various departments to ensure the work is done promptly
• Provide necessary information to RMs and Product Specialists to ensure transactions for clients are carried out properly
• Provide necessary information to RMs so that they have sufficient information to manage relationships effectively
• Ensure that all legal & compliance guidelines are adhered to, working with back office to minimize operational errors
• Work with manager to ensure the team complies with Bank and regulatory requirements
• Carry out any other duties as directed by Company Management

About you

• Diploma or Degree holder
• Minimally 5-7 years' working experience, preferably in private banking