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Client Relationship Officer

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Client Relationship Officer

  • Location:


  • Sector:

    LMA Asia Front Office

  • Job type:


  • Salary:

    S$5000 - S$6000 per month

  • Contact:

    Zenaida Abo

  • Job ref:


  • Published:

    about 1 month ago

  • Expiry date:


  • Client:


Client Relationship Officer Responsibilities

  • Processing Transactions And Account Closure
  • Receive orders and instructions directly from clients for account closure.
  • Ensure pre-trade due diligence checks.
  • Ensure orders are properly executed and processed including but not limited to proper voice-log, suitability & credit limit check.
  • Capture executed deals in systems by cut-off time; ensure its accuracy to avoid incidents and dealing errors.
  • Ensure accounts are closed on a timely basis by completing and submitting necessary documents to the concerned parties (Client Management, Compliance, Operations, etc.).
  • For accounts that are not able to close due to non-contactable or illiquid assets, ensure the accounts are monitored and managed according to the Bank policies.
  • Escalate to his/her manager any issue/complex situations in due course.
  • Provide ad-hoc assistance in facing clients on specific circumstances (e.g., ex-clients and/or ''Uncontactable'' clients for whom the former relationship manager has left the Bank).

Technical & Behavioral Competencies

  • Excellent interpersonal skills to manage relationships with various stakeholders and clients.
  • Ability to be client-centric while balancing business needs and controls.
  • An efficient solutions provider with strong analytical and creative problem-solving skills
  • A team player with good initiative
  • Familiar with Wealth Management organization
  • Good communication skills and detailed oriented
  • Multilingual skills would be an added advantage.

Specific Qualifications (if required)

  • University degree with at least 4-5 years of relevant working experience in the finance and banking industry, preferably in client facing roles
  • Familiar with regulatory requirements pertaining to Wealth Management
  • Certificates in CACS 1 & 2

Interested Applicants, please send your latest CV to Zenaida

Company Reg No.: 201131609D, Licence No.: 11C4684, Reg No: R1325976