Handle and liaise with support partners to resolve administrative and operational matters for the team
Handle clients enquiries/ needs and assist in servincing their requirements
Establish good rapport with clients
Assist the team in executing investment transactions
Assist the team in monitoring clients investments positions
Handle new account opening, account maintainance, credit application, etc.
Handle any periodic reviews i.e. credit, KYC and Client Risk Questionnaire
Highlight suspicious activitities/ behaviour of clients and staff (e.g. account irregularities) to the team and respective departmants responsible for it
Attend all Compliance and mandatory training required by the local regulators
Understanding the bank's KYC/AML/CDD framework
Input of deals into the bank's proprietary system or raise appropriate deal tickets
Qualifications
Degree in any discipline
At least 3 years of experience working in a similar role/ capacity in the banking industry
