Job Description
As a Wealth Management generalist, the Client Service Officer (CSO) works within a CSO team under the responsibility of a Client Service Manager (CSM) whereby the team works with a specific Wealth Management Zone. He/she supports a/several Relationship Manager(s) (RM) in the administrative and operational management of their clientele portfolios. Key Responsibilities: To discharge his/her following responsibilities in full compliance with the Bank's Code of Conduct and Procedures:
Open accounts, prepare documentation and general instructions; Process credit approvals, investment and deposit transactions; Execute clients' instructions; Effect transactions on behalf of clients and informs relationship managers and clients of any irregularities according to account documentation or general instruction; Ensure that private banking transactions comply with the Bank's policies and legal requirements; Key contact for clients' enquires on daily operational basis; Conduct controls-related du...
Open accounts, prepare documentation and general instructions; Process credit approvals, investment and deposit transactions; Execute clients' instructions; Effect transactions on behalf of clients and informs relationship managers and clients of any irregularities according to account documentation or general instruction; Ensure that private banking transactions comply with the Bank's policies and legal requirements; Key contact for clients' enquires on daily operational basis; Conduct controls-related du...