Role Purpose
• Enable client activities through timely action on client requests with high precision
• Leverage leading technology tools to automate and improve efficiency
• Collaborate well with partners from various functions and come up with innovative solutions for our clients
• Maintain client privacy by demonstrating sensitivity and keen understanding of data confidentiality
• Protect the bank by maintaining in-depth awareness of potential breaches and act proactively to prevent their occurrence.
• University degree, preferably in banking or finance related discipline
• Several years of experience in bank operational roles, preferably wealth management related
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• Keen understanding of client lifecycle processes which includes documentation, screening and static change
• Good client service mindset with excellent communication and problem solving skills
• Strong risk and control mindset with a structured and logical approach to analysis and problem-solving
The CLM function supports both Singapore and Hong Kong business in Client Lifecycle & Transactions operations including Onboarding, Offboarding, Names Screening, Periodic KYC Preparation, Payments, Asset Transfers & Discounts management
Investment Banking(CLM)