Singapore Job Openings
CA Indosuez Wealth (Group)
Client Service Officer - Wealth Management M/F
FULL TIME & CONTRACT
November 1, 2024
General information
Entity
Indosuez Wealth Management has a solid foundation in Asia as a pioneering bank with more than a century old heritage, when Banque de l'Indochine opened its historic offices in Hong Kong and Singapore. From these two locations, branches ofCA Indosuez (Switzerland) SA, almost 220 highly specialised wealth managers combine their knowledge of the region with the vast opportunities provided by the global network of Indosuez Wealth Management and the Credit Agricole group.
By working every day in the interest of society, we are a group committed to diversity and inclusion. All our positions are open to people with disabilities.
Reference
2024-93703Publication date
01/11/2024Position description
Business type
Types of Jobs - Sales / Customer ServiceJob title
Client Service Officer - Wealth Management M/FContract type
Permanent ContractJob summary
As a Wealth Management generalist, the Client Service Officer (CSO) works within a CSO team under the responsibility of a Team Coordinator CSO (CCSO). His team works with a specific Wealth Management Zone. The role supports a/several Relationship Manager(s) (RM) in the administrative and operational management of their clientele portfolios.
He/she holds a key relationship position and contributes to the quality of the Bank's image. He/she acts as a link between the operational departments of the Bank, the collaborators and the clients.
He/she masters the bank’s operations, its organisation and specificities. He/she contributes to the respect of the conformity and deontology and to the control of the financial, counterpart and operational risks.
Key Responsibilities:
- Ensures the link between the client and the operational departments of the bank.
- Support the RM in his own mission, by executing the day-to-day business and more occasional activities. He helps him with the administrative tasks.
- Masters the mechanisms and internal procedures of the bank.To discharge his/her following responsibilities in full compliance with the Bank’s Code of Conduct and Procedures.
- Follows the client relationships of the RM
- Works in full compliance with the bank’s code of conduct and within established practices and procedures
- Manages and processes current cases, files and archives, manage the timetables
- Manages client accounts, register the orders (purchases and sales of securities, transfers, check-cashing, cash control, renewal of fiduciary deposits, etc.) and verifies their good execution
- Ensures the administrative and IT part of the opening of a client account
- Ensures the administrative and IT part of the closing of a client account
- Prepare RM business trips
- Prepare FA renewals
- Establish and maintain quality relationships with the clients (both external and internal).
- Ensure tel contacts (and the record of a tel card for each call), client identification while respecting confidentiality and independent call-backs
- Prepare client meetings (necessary documents and check list)
- Receives clients for documents delivery
Position location
Geographical area
Asia, SingaporeCity
168 Robinson Road #23-03 Capital Tower 068912 Singapore
Candidate criteria
Minimal education level
Bachelor Degree / BSc Degree or equivalentAcademic qualification / Speciality
- University degree or equivalent in relevant studies
- CACS Paper 1 & 2 required
Level of minimal experience
6-10 yearsExperience
Relevant experience, private banking client servicing experience will be an advantage
Required skills
- Good communication and interpersonal skills.
- Ability to work under stressful, ambiguous and fast pace environment
- Customer oriented, self-motivated and meticulous
Technical skills required
Proficiency in Microsoft Excel, Word, Power Point and other PC applications
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