Duties and Responsibilities
- Support Relationship Managers (RMs) to provide excellent service to high net-worth clients so as to achieve client retention
- Partner Client, Business Support and service providers to ensure timely transaction processing and service delivery of clients' requirements
- Assist on all desk administration and ability to manage the meetings of RMs
- Understand client requirements and assist RMs in daily maintenance of account relationships
- Act as the client key interface over initiation of clients' instructions and assists with account monitoring, cash management, preparation of clients' instructions, forms and any other instruction
- Initiate account openings / closures / update instruction checklists and interface with client to ensure completeness of documentations.
- Ensure timely follow up on client calls / queries
- Ensure compliance with all regulatory requirements
- Track and follow up on outstanding documentation and client outstanding fee payments
- Trade & settlement record keeping, monitoring, funding and reconciliation
- Assists with Audit requirements
- Maintenance of clients static data
- Administrative &/or enhancement projects as assigned
Expected Profile
- A highly developed and keen sense of teamwork
- Ability to understand issues and appropriately escalate to Management in a timely fashion
- Dynamic, detail-oriented person and able to work under pressure
- Strong analytical skills
- Proficient in MS Office
- Excellent communication skills
- Relevant academic or professional experience preferred
