Private Bank – Client Service Executive, SEA, AVP
Core
Support Relationship Managers and Investment Managers in servicing high net-worth clients through transaction processing, account maintenance, and operational support.
Role type
Senior Client Service Executive (AVP level)
Builds
Operational support for Private Bank client accounts and transactions
Domain
Private Banking / Wealth Management
Deliverable
client delivery
Required skills
Private Banking or Wealth Management experience, transaction processing, account maintenance, regulatory compliance, meeting management, AI tool usage
Preferred skills
CACS Paper 1 and 2 licenses, fluent English
Technologies
AI tools
Responsibilities
Process transactions and resolve account/payment problems, maintain client account relationships, prepare client instructions and loan disbursement forms, escalate issues to management, understand regulatory frameworks including data protection and cross-border rules
Seniority
Senior, hands-on IC