AVP/VP, Client Service Manager, Private Banking
Core
Support Relationship Managers in providing differentiated service to high net-worth customers, ensuring timely transaction processing, and delivering customer-focused solutions.
Role type
Senior Individual Contributor Client Service Manager (Private Banking)
Builds
Customer relationships and trust for high net-worth clients
Domain
Private Banking / Wealth Management
Deliverable
client delivery
Required skills
Customer relationship building, transaction processing, process improvement, people management, risk awareness, stakeholder management
Preferred skills
Investment regulated activities qualification (Types 1 and 4 under SFO), strong people management
Technologies
None stated
Responsibilities
Support Relationship Managers in providing differentiated service to high net-worth customers; Collaborate with business support and service providers to ensure timely transaction processing; Establish customer relationships and gain their confidence and trust; Assist Relationship Managers in the daily maintenance of customer relationships; Serve as customers' key contact point in initiating customer instructions, monitoring fund payment, and preparing loans disbursement instructions; Mentor and support new on boarded and junior ARM on daily tasks performance; Assist Senior CSM on people management on resources planning and administrative tasks
Seniority
Senior, hands-on IC with mentorship responsibilities