Support relationship managers in performing various client transactions and delivering high quality customer services to high net worth clients;
Involve in executing clients instructions, performing account opening procedures, preparing and collecting documentation from clients in a timely and accurate manner;
Process credit approvals, investment and deposit transactions, and coordinate with relevant teams when required;
Proactively monitor clients' account status and report for any irregularities;
Act as a key contact, both external and internal, for clients' daily operational enquiries;
Ensure the performing transactions are in compliance with the Bank's policies and legislative requirements;
Complete all mandatory training as required to attain and maintain proficiency;
To manage meetings and travel arrangements of RMs;
To assist RMs in updating client documentation to meet ...
Ready to Apply?
Join thousands of Americans building their careers