Private Banking Client Services Lead

HL Bank Singapore; Singapore; On-site; SGD 39,000 - 58,000; Full time

Job summary

HL Bank Singapore is seeking an organized administrator to support our team in Singapore. The role focuses on handling account opening documents, coordinating PB-related paperwork, and interfacing with clients to ensure documentation is complete.

The position requires proactive liaison with various departments to ensure timely processing of orders and transactions, while upholding legal and regulatory guidelines in collaboration with back office and RMs to maintain smooth client service.

Qualifications

• Supporting the team with administration duties to ensure smooth operations.
• Handling account opening documents and client communication to ensure complete documentation.
• Coordinating with RMs and Product Specialists to ensure accurate and timely transactions.
• Ensuring compliance with legal and regulatory guidelines in collaboration with back office.

Responsibilities

• Support the team by providing administration duties such as:
• Ensuring account opening forms 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;
• Ensuring 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

HL Bank Singapore is seeking an organized administrator to support our team in Singapore. The role focuses on handling account opening documents, coordinating PB-related paperwork, and interfacing with clients to ensure documentation is complete.

The position requires proactive liaison with various departments to ensure timely processing of orders and transactions, while upholding legal and regulatory guidelines in collaboration with back office and RMs to maintain smooth client service.