The Private Wealth Client Service Officer is primarily accountable for assisting the Relationship Managers in managing Private Wealth accounts and/or supporting sub-units. ResponsibilitiesSupports the Private Wealth Relationship Managers (RMs) in servicing both prospective and existing clientsFamiliar with products and services available in Private WealthAssists in reminding RMs on their deliverables to ensure timely execution/settlement.
Checks the completeness and accuracy of the transactionsOverseeing all audit and compliance requirements of all teams (CDD, Hold Mail, LOA, Doc Def, Dormant and other compliance related matters)Liaison officer for Audit/Compliance mattersCoordinates and monitors the team’s TMS, document deficiencies and regularization of documentsEnsures that all team’s transactions were done and requests were already sent to centralized operations groupAssists RMs and acts as alternate officer in absence of the Private Wealth RelationshipManagers on client services activitiesQualificationsBachelor’s degree in business/financeAt least 3 years of experience in client servicing
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