Analyst to AVP, Assistant Relationship Manager, Treasures Private Client, Private Banking
Core
Support Relationship Managers in providing differentiated service to high net-worth customers, overseeing the client account lifecycle, and ensuring KYC compliance.
Role type
Analyst to AVP, Assistant Relationship Manager (Private Banking)
Builds
Long-term relationships with Private Banking clients in Asia through wealth management and financial solutions
Domain
Private Banking / Wealth Management
Deliverable
client delivery
Required skills
KYC process execution, account lifecycle management, transaction processing, customer relationship building, fund payment monitoring, loan disbursement instruction preparation
Preferred skills
Experience in client-servicing or support roles, ability to establish customer trust
Technologies
N/A
Responsibilities
Support Relationship Managers in providing differentiated service to high net-worth customers; Oversee the whole client account lifecycle from account opening to closure; Ensure KYC process is completed on time with accurate documentation; Collaborate with business support to ensure timely transaction processing; Establish customer relationships and deliver customer-focused solutions; Assist Relationship Managers in daily maintenance of customer relationships; Serve as key contact point for initiating customer instructions and preparing loan disbursement instructions
Seniority
Mid-level, hands-on IC