Private Bank Client Services Manager

hlb

Singapore

On-site

SGD 42,000 - 56,000

Full time

3 days ago

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Job summary

HL Bank Singapore invites applications for a role focusing on administrative support for private banking transactions. The role covers organizing account opening documentation, coordinating with clients to ensure completeness, and liaising with RMs and Product Specialists to support accurate transaction processing.

The position requires proactive coordination across departments to ensure timely delivery, strict adherence to legal and compliance guidelines, and collaboration with back-office

Responsibilities

Support the team with administration duties and ensure account opening documents 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)
To 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; and 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.

Job description

The position requires proactive coordination across departments to ensure timely delivery, strict adherence to legal and compliance guidelines, and collaboration with back-office

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