Maintain professional and effective working relationships with new clients and relevant business units, and accurately assess the risks of the onboarding applications.
【Key Responsibilities】(two openings — one on the licensing business line, one on the printing and advertising business line; the line you serve is assigned at hiring; the duties are the same)
Assist the Private Bankers (PBs) in the handling of all client support matters, including but not limited to, account opening, KYC, policy compliance, trade execution/input, account administration, client inquiry liaison and sales support
Providing assistance to Wealth Advisors on a day-to-day basis with client inquiries, updating of client KYC documentation, sharing of documentation between teams in Dubai and Singapore, etc.