Private Banking Assistant (CACS) Permanent NEW

Responsibilities

• Provide sales and marketing support to Relationship Managers in client servicing and assist to achieve performance targets
• Execute client instructions on before of RM accurately and in a timely manner
• Act as point of contact for client calls , and contact clients for investment & lending reviews
• Ensure account opening documentation is prepared and completed correctly
• Prepare client correspondence , coordinate clients & bank settlement transactions
• Comply with KYC, due diliengence policies, internal compliance & regulatory requirements

Requirements

• Degree with min 3 years of client support/PB experience
• CACS certified and/ or CMFAS
• Good communication & writing skills
• Energetic individual with a client oriented mindset

Interested applicants, pls email a copy of resume to for a discussion.