Client Services Officer - Private Banking

CTBC Bank; Singapore; On-site; SGD 47,000 - 69,000; Full time

Job summary

CTBC Bank Singapore is seeking an administrative services professional to support Team Leaders and Relationship Managers in client onboarding, account opening, and transaction processing. You will liaise with support partners, handle client inquiries, and ensure timely service while maintaining accuracy.

You will also perform KYC/CDD reviews and assist in monitoring client activity, with Mandarin and English proficiency required.

Qualifications

• Experience in PB Client Servicing
• KYC/AML/CDD process knowledge
• Investment products knowledge preferred
• Strong interpersonal and communication skills
• Organized and meticulous
• Mandarin and English proficiency required

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 applications and document completeness
• Handle periodic reviews such as credit, KYC and Client Risk Questionnaire
• Highlight suspicious activities to TL/Management/Compliance
• Attend IPB Compliance and other mandatory trainings
• Understand the Bank’s KYC/AML/CDD framework
• Input deals into systems and raise deal tickets with high efficiency and accuracy

Skills

PB Client Servicing

Interpersonal skills

Communication skills

Mandarin language

English proficiency

Education

CACS certifications (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 withclients 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 ofdocuments 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 TeamLeader/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 highefficiency, 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