Private Wealth Client Services Specialist

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

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.