Manager - Private Bank (Client Services)

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Functional (job responsibilities)

Support the team by providing administration duties such as:

• Ensuring account opening forms are in order, initiate and/or follow up on account opening documents and/or any other documents relating to PB transactions as well as interface with clients to ensure completeness of documentation;
• Ensuring efficient and prompt management of orders, execution of transactions (eg equity, FX, bonds, investment products)
• Communicate and respond in a timely fashion with internal stakeholders to support clients' requirements
• Establish credit facilities for clients and provide monitoring support on account shortfall

Provide necessary information and support to:

• RMs and Product Specialists to ensure transactions for clients are carried out properly; and
• RMs so that they have sufficient i...