Client Service Executive Team Leader
Core
Supervise and manage a team of Client Service Executives in Private Banking to ensure quality client servicing, handle client enquiries, and maintain compliance with operational and Know Your Customer (KYC) procedures.
Role type
Senior IC Client Service Executive Team Leader
Builds
Client service quality and operational compliance for High Net Worth and Ultra-High Net Worth clients
Domain
Private Banking / Wealth Management
Deliverable
client delivery
Required skills
Private banking client servicing, team leadership, credit skills (High Net Worth/Business Banking), operational compliance, KYC management, data input management, sales process adherence
Preferred skills
Understanding of private banking products, analytical skills, organizational skills, planning skills