Private Banking Client Services Officer Apprenticeship

CA INDOSUEZ (SWITZERLAND) SA; Singapore; On-site; SGD 20,000 - 60,000; Full time

Job summary

A leading financial services organization in Singapore offers a 12-month structured apprenticeship programme for recent polytechnic graduates. The role involves gaining hands-on experience in client services, assisting with account opening documentation, and supporting day-to-day operational queries. Ideal candidates are meticulous, possess strong problem-solving abilities, and have a keen interest in banking. This program provides mentorship and a potential pathway to a permanent position in client services.

Qualifications

• Must have graduated from a polytechnic within 2 years from the program commencement date.
• Demonstrates accountability and initiative.
• Able to multi-task in a time-sensitive environment.

Responsibilities

• Provide support to Front Office for account opening documentation.
• Act as the point of contact for the Front Office.
• Perform Level 1 Know-Your-Customer (KYC).

Skills

Strong interest in banking

Analytical skills

Excellent interpersonal skills

Organizational skills

Problem-solving skills

Education

Recent polytechnic graduate

Has completed National Service

Job description

Our Client Services Officer Apprenticeship Programme under the IBF Polytechnic Talent for Finance Scheme (PTFS) is a12-month structured programme designed for polytechnic graduates who are keen to kick-start their career in Private Banking Client Services.

You will gain hands‑on experience within the Client Services team, working closely with the Relationship Managers to support day‑to‑day client service activities in a regulated banking environment.

This programme provides structured training, mentorship and a potential pathway to a permanent Client Services Officer role.

WHAT YOU WILL DO

• Provide support to Front Office for account opening documentation
• Perform independent callbacks for affirmation of client instructions or as directed by management
• Act as the point of contact for the Front Office
• Support operational queries from various stakeholders such as Relationship Managers, Client Service Officers and internal clients from Controls or Operation Departments
• Support the Account Closure Process
• Perform Level 1 Know‑Your‑Customer (KYC)
• Support/Perform Front Office Control and Risk management duties
• Administrative duties as required and any other duties that are assigned by Management

REQUIREMENTS

• Recent polytechnic graduates (or graduating soon)
• Eligible polytechnics: Nanyang Polytechnic (NYP); Ngee Ann Polytechnic (NP); Republic Polytechnic (RP); Singapore Polytechnic (SP); or Temasek Polytechnic (TP).
• Has completed National Service after graduating from a polytechnic within 2 years from programme commencement date
• Strong interest in banking, operations or client services
• Meticulous and accurate in executing work assigned with a strong risk control approach
• Demonstrates accountability and initiative
• Able to multi‑task and work under time‑sensitive environment
• Team player with the capability to work independently
• A problem solver who actively seeks solutions to resolve issues with demonstrable analytical skill
• Excellent organisational skills
• Excellent inter‑personal skills
• Demonstration of appropriate values and behaviours including but not limited to standards on honesty and integrity, due care and diligence, fair dealing (treating customers fairly), management of conflicts of interest, competence and continuous development, adequate risk management and compliance with applicable laws and regulations

KEY RESPONSIBILITIES

• Management of account opening process; provide support to Front Office for account opening documentation
• Perform independent callbacks for affirmation of client instructions or as directed by management
• Act as the point of contact for the Front Office – Support operational queries from various stakeholders such as Relationship Managers, Client Service Officers and internal clients from Controls or Operation Departments
• Support the Account Closure Process and Perform Level 1 Know‑Your‑Customer (KYC)
• Support/Perform Front Office Control and Risk management duties
• Process and policy reviews: Identify improvement areas, re‑organising workflows, design and implement business plans to smoothen Front Office processes
• Project management and stakeholder engagement for process remediation exercises and process changes
• Conduct presentations to stakeholders for initiatives managed by CSSN
• Support Business Risk Manager in risk management initiatives
• Possibly perform CSO Business Management duties
• Administrative duties as required and any other duties that are assigned by Management