Client Services Officer - Private Banking

CTBC BANK CO., LTD.; Singapore; On-site; SGD 55,000 - 90,000; Full time

Job summary

CTBC Bank Co., Ltd. is seeking a client servicing professional in Singapore to provide administrative support to Relationship Managers for onboarding, investments, and transactions.

You will coordinate with support teams to resolve issues and ensure timely service for clients, with emphasis on accuracy and efficiency. The role requires Mandarin-English proficiency and strong interpersonal skills, along with knowledge of KYC/AML/CDD processes.

Qualifications

• Experience in PB client servicing is required.
• Knowledge of KYC/AML/CDD processes is necessary.
• Proficiency in English and Mandarin is essential.

Responsibilities

• Provide administrative support to TL/RM in client onboarding and transactions.
• Coordinate with support and operations to resolve administrative and operational matters.
• Assist with client enquiries and service their needs promptly.
• Support TL/RMs in executing investment transactions and monitoring client positions.
• Handle new account openings and ensure documents meet internal requirements.
• Participate in periodic reviews such as credit, KYC, and risk questionnaires.
• Highlight suspicious activities to TL/Management/Compliance.
• Attend all IPB Compliance and mandatory training.
• Understand the Bank's KYC/AML/CDD framework.

Skills

PB Client Servicing

KYC/AML/CDD knowledge

Mandarin-English proficiency

Interpersonal skills

Organized and meticulous

Education

CACS Certification Papers 1 & 2

Job description

Job Purpose:

To provide administrative services to clients and Team Leader (TL) / Relationship Manager (RM) in relation to client on boarding, investments and transactions by coordinating between the relevant support and operations functions

Key Responsibilities:

• Handle and liaise with support partners to resolve administrative and operational matters for TL/RMs
• Handle clients' enquiries/needs and assist in servicing their requirement
• Establish good rapport with clients and service their needs effectively and on a timely basis.
• Assist TL/RMs in executing investment transactions.
• Assist TL/RMs in monitoring clients' position.
• Handle new account opening, account maintenance, credit application. Ensure completeness of documents per the internal requirements.
• Handle any periodic reviews such as credit, KYC and Client Risk Questionnaire.
• Highlight suspicious activities/behavior of clients and staff e.g. account irregularities to Team Leader/Management/Compliance.
• Attend all IPB Compliance and other mandatory training.
• Understand the Bank's KYC/AML/CDD framework.
• To input the deal into the systems or raise appropriate deal tickets and complete the task at high efficiency, high accuracy, fast speed and minimal errors.

Key Requirements

• Experience in PB Client Servicing
• Relevant CACS certifications (Papers 1 & 2)
• Knowledge in KYC/AML/CDD process
• Knowledge in investment products is preferred
• Good interpersonal skill and team player
• Good communication skills
• Organized and meticulous
• May deal with Mandarin-speaking stakeholders and documents. Proficiency in English and Mandarin is essential