AVP, Associate Banker

The overall objective is to provide excellent client service in partnership with the Private Bankers to Ultra High Net Worth Individuals (UHNWI).

Provide excellent client experience

• Exceed client expectations by thoroughly understanding their problems and providing creative solutions.
• Partner with Private Bankers and maintain close contact with clients to develop comprehensive understanding of client needs.
• Assist in executing specific account strategies, proposing solutions and negotiating standard transactions.
• Support the Private Bankers with prospecting activities and deepening of existing client relationships.
• Provide sales support to the Private Bankers and work closely with product specialists and transaction support teams to implement client decisions and ensure effective after-sales follow-up.
• Work with On-Boarding and Client Services teams to facilitate account opening, transactions, cash management, investments and liaise with clients to ensure the completion of required documentation.

Secure Compliance & Processing

• Ensure compliance with all legal and regulatory requirements.
• Appropriately assess risk when making business decisions and servicing clients, escalating, managing and reporting any risk or control issues.
• Maintain highest standards of confidentiality and trustworthiness in handling sensitive client information.
• Identify ways to streamline internal processes for greater efficiency.
• Monitor and adapt to changes in business processes and policies.