Job Title:  Client Services Manager

• Provide fundamental support in all aspects of client service, client relationship building and account maintenance to assist the business activities of Relationship Managers
• Respond to client inquiries on account documentation, account activity, statement information, securities transfers,  general private banking product and/or service information
• Liaison with Clients, Business Supports and Service Providers to ensure timely transaction processing and service delivery of clients’ requirements
• Assist in client on/off boarding pre-checks/processes and all account reviews
• Ensure the operational processes are performed in compliance with the bank's policy and regulatory requirements
• Receive, execute and report order for equities, foreign exchange, structured and fixed-income products in a timely and accurate manner
• Provide secretarial and administrative support
• Handle logistics for business trips and meetings
• Any other job duties which the supervisor may delegate from time to time

Requirements

• Minimum Diploma preferably in Business / Finance
• Minimum 5 years of relevant experience in private banking with an investment/global bank
• Meticulous and ability to multi-task
• Organized team player with good understanding of financial products and services
• Excellent interpersonal and communication skills