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.
Reference
2020-50477
Publication date
16/12/2020
Position description
Business type
Types of Jobs - Sales / Customer Service
Job title
Client Service Officer - Wealth Management
Contract type
Permanent Contract
Job summary
Support Relationship Managers in the day-to-day management of the client relationship.
Key Responsibilities:
- To discharge his/her following responsibilities in full compliance with the Bank’s Code of Conduct and Procedures:
- Open accounts, prepare documentation and general instructions;
- Process credit approvals, investment and deposit transactions;
- Execute clients’ instructions;
- Effect transactions on behalf of clients and informs relationship managers and clients of any irregularities according to account documentation or general instruction;
- Ensure that private banking transactions comply with the Bank’s policies and legal requirements;
- Key contact for clients’ enquires on daily operational basis;
- Conduct controls-related duties (eg. call-back, etc); and
Assume any other tasks as assigned.
Position localisation
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
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
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