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:
Analysis, development and evaluation activities:
Organization, management and realization activities:
Contact, animation and communication activities:
Position location
Geographical area
Asia, Singapore
City
Candidate criteria
Minimal education level
Bachelor Degree / BSc Degree or equivalent
Academic qualification / Speciality
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