Client Service Officer - Wealth Management M/F

Vacancy details

General information

Entity

Indosuez Wealth Management has a solid foundation in Asia as a pioneering bank with more than a century old heritage, when Banque de l'Indochine opened its historic offices in Hong Kong and Singapore. From these two locations, branches of
CA Indosuez (Switzerland) SA, almost 220 highly specialised wealth managers combine their knowledge of the region with the vast opportunities provided by the global network of Indosuez Wealth Management and the Credit Agricole group.

Working every day in the interest of society, our Group is committed to diversity and inclusion. To find out more on our Diversity Policy, click here: https://www.credit-agricole.com/en/pdfPreview/198689  

Reference

2022-73203  

Publication date

28/09/2023

Position description

Business type

Types of Jobs - Sales / Customer Service

Job title

Client Service Officer - Wealth Management M/F

Contract type

Permanent Contract

Job summary

As a Wealth Management generalist, the Client Service Officer (CSO) works within a CSO team under the responsibility of a Team Coordinator CSO (CCSO). His team works with a specific Wealth Management Zone. The role supports a/several Relationship Manager(s) (RM) in the administrative and operational management of their clientele portfolios.

He/she holds a key relationship position and contributes to the quality of the Bank's image. He/she acts as a link between the operational departments of the Bank, the collaborators and the clients.

He/she masters the bank’s operations, its organisation and specificities. He/she contributes to the respect of the conformity and deontology and to the control of the financial, counterpart and operational risks.

Key Responsibilities:

  • Ensures the link between the client and the operational departments of the bank.
  • Support the RM in his own mission, by executing the day-to-day business and more occasional activities. He helps him with the administrative tasks.
  • Masters the mechanisms and internal procedures of the bank.To discharge his/her following responsibilities in full compliance with the Bank’s Code of Conduct and Procedures.

Analysis, development and evaluation activities:

  • Follows the client relationships of the RM
  • Works in full compliance with the bank’s code of conduct and within established practices and procedures

Organization, management and realization activities:

  • Manages and processes current cases, files and archives, manage the timetables
  • Manages client accounts, register the orders (purchases and sales of securities, transfers, check-cashing, cash control, renewal of fiduciary deposits, etc.) and verifies their good execution
  • Ensures the administrative and IT part of the opening of a client account
  • Ensures the administrative and IT part of the closing of a client account
  • Prepare RM business trips
  • Prepare FA renewals

Contact, animation and communication activities:

  • Establish and maintain quality relationships with the clients (both external and internal).
  • Ensure tel contacts (and the record of a tel card for each call), client identification while respecting confidentiality and independent call-backs
  • Prepare client meetings (necessary documents and check list)
  • Receives clients for documents delivery

Position location

Geographical area

Asia, Singapore

City

168 Robinson Road #23-03 Capital Tower 068912 Singapore

Candidate criteria

Minimal education level

Bachelor Degree / BSc Degree or equivalent

Academic qualification / Speciality

  • University degree or equivalent in relevant studies
  • CACS Paper 1 & 2 required

Level of minimal experience

6-10 years

Experience

Relevant experience, private banking client servicing experience will be an advantage

Required skills


• Good communication and interpersonal skills.
• Ability to work under stressful, ambiguous and fast pace environment
• Customer oriented, self-motivated and meticulous

Technical skills required

Proficiency in Microsoft Excel, Word, PowerPoint and other PC applications