Client Service Manager M - F H/F Indosuez Wealth Management

Détail du poste

- 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 KYC requirement. Track and follow up on all required documentation from client in a timely manner.