Client Services Manager, Private Banking
Core
Provide all-rounded support to Private Banking Relationship Managers by executing investment instructions, assisting with account openings, KYC, and credit applications.
Role type
Client Services Manager, Private Banking
Builds
Investment execution, client account onboarding, credit applications
Domain
Private Banking / Wealth Management
Deliverable
client delivery
Required skills
Investment product knowledge, KYC processes, credit application preparation, regulatory compliance, money laundering risk detection, report preparation
Preferred skills
Analytical ability, process implementation, stress management
Technologies
None stated
Responsibilities
Execute investment instructions from clients, assist in opening client accounts and conducting KYC, prepare credit applications, liaise with internal and external parties for client requests, prepare internal reports for senior management
Seniority
Mid-Senior, hands-on IC