As a Wealth Management generalist, the Client Service Officer (CSO) works within a CSO team under the responsibility of a Client Service Manager (CSM) whereby the team works with a specific Wealth Management Zone. He/she supports a/several Relationship Manager(s) (RM) in the administrative and operational management of their clientele portfolios.

Key Responsibilities:

To discharge his/her following responsibilities in full compliance with the Bank’s Code of Conduct and Procedures:

• Open accounts, prepare documentation and general instructions;
• Process credit approvals, investment and deposit transactions;
• Execute clients’ instructions;
• Effect transactions on behalf of clients and informs relationship managers and clients of any irregularities according to account documentation or general instruction;
• Ensure that private banking transactions comply with the Bank’s policies and legal requireme...