DESKRIPSI PEKERJAAN
Handle administrative work for Relationship Managers and liaise with relevant departments to execute transactions
Answer queries from RMs on transactional activity, operations, systems and res o lve su c cessfully
Assist RMs in marketing and executing investment products
Assist RMs in monitoring clients'position
Handle all client documents and reporting comply with internal process standards
Highlight suspicious activities/behavior of clients and staff e.g. account i rregularities . Att e nd all Private Bank Complia n ce and other training
To alert and assist RMs in marketing investment products whenever appropriate
To play a significant role in minimizing operational losses Handle clients' enquir i es / needs and assi s t in s e rvicing their requirement
Understand the Bank's CDD/AML framework.
Highlight any suspicious transactions to RM's,team leader's and Complian c e .
Assist RMs in preparing information /documentation for COD submission
To establish good rapport with clients and service their needs effectively and on a timely ba s is
To input the deadline to the systems or raise appropriate deal tickets and c o mplete the tas k at h i gh efficienc y, hi g h accuracy,fast speed and minimal errors
Support for RMs when they are away from office
Able to update the spreadsheet of the clients'positions
Attractive remuneration and fringe benefits will be offered to the successful candidate.
REQUIREMENT
Degree holder with fluent spoken English and Mandarin
3 -6 yrs Sales Assistant / RM Assistant experience in Private Bank / Wealth Management to serve High Net Worth Clients
Strong investment product knowledge / advisory Service / account opening
Knowledge in Risk management / Legal & Regulatory in an advantage Job Purpose
DETAIL LOWONGAN
- Umur -
- Min GPA -
- Min. Qualification S1/D4
- Min Experience Staff