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Urgent! Client Service Officer - Wealth Management M/F Job Opening In Singapore, Singapore – Now Hiring Indosuez Wealth Management

Client Service Officer Wealth Management M/F



Job description

Description du poste

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 banks 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 Banks Code of Conduct and Procedures.
  • Analysis, development and evaluation activities:

  • Follows the client relationships of the RM
  • Works in full compliance with the banks 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

  • Required Skill Profession

    Financial Specialists



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      Unlock Your Client Service Potential: Insight & Career Growth Guide


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      Indosuez Wealth Management interview tips for Client Service Officer   Wealth Management M/F

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