International Private Banking_Client Service Officer

CTBC Bank Co. Ltd. (Singapore); Singapore; On-site; SGD 47,000 - 78,000; Full time

Job summary

CTBC Bank Co. Ltd. (Singapore) is seeking an administrative services professional to support Private Banking clients and TL/RM teams, coordinating onboarding, investments and transactions with accuracy and speed.

You'll handle account openings, reviews, and compliance tasks while maintaining strong client rapport and timely service, in a bilingual English/Mandarin environment.

Qualifications

• Experience servicing Private Banking clients is required.
• Familiarity with KYC/AML/CDD processes and documentation.
• Knowledge of investment products is preferred.
• CACS Papers 1 and 2 certification is expected.
• Strong interpersonal skills and teamwork ability.
• High level of organization and meticulous work style.
• Ability to work with Mandarin-speaking stakeholders and documents; proficiency in English and Mandarin.

Responsibilities

• Coordinate between support and operations to resolve admin/operational matters for TL/RMs.
• Address client enquiries and service needs in a timely manner.
• Build rapport with clients and service their requirements effectively.
• Assist TL/RMs in executing investment transactions.
• Handle new account openings, maintenance, and credit applications with complete documentation.
• Participate in periodic reviews including credit, KYC and Client Risk Questionnaires.
• Highlight suspicious activities to TL/Management/Compliance.
• Attend Private Banking compliance and mandatory trainings.
• Understand KYC/AML/CDD framework and apply accordingly.
• Input deals into systems and raise deal tickets efficiently and accurately.

Skills

PB client servicing

KYC/AML/CDD

Investment products

CACS certifications

Interpersonal skills

Organized

Mandarin language

Education

CACS Papers 1 & 2

Job description

To provide administrative services to Private Banking 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.

PRINCIPAL ACCOUNTABILITIES:

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