CSO - SEA

Job description

We are looking for a dedicated and client-focused Client Service Officer (CSO) to join our SEA 1 team. The successful candidate will be responsible for providing high-quality support to our clients to ensure that their needs are met efficiently and professionally. This role requires strong communication skills, attention to detail, and the ability to build long-term client relationships.

Tasks

• Preparation and processing of documentation for opening accounts and support with the onboarding process
• Prompt and effective execution and confirmation of customer bank instructions and resolution of problems
• Preparation and submission of credit applications and support in monitoring credit/collateral positions
• Maintaining accurate customer records and assisting with daily customer inquiries (account status, transfers, interest rates, payments, etc.)
• Assistance with account management, monitoring of client positions, and ensuring timely follow-ups
• Communication with internal departments to ensure seamless service delivery
• Supporting CROs with administrative tasks and customer inquiries
• Proactively identifying opportunities to improve the customer experience
• Participate in ad hoc tasks and projects, and provide backup CSO support as needed
• Ensuring compliance with all relevant regulations and internal procedures

Requirements

• A good understanding and knowledge of the private banking industry
• 5–8 years of relevant experience as a Client Service Officer (CSO) or Assistant Relationship Manager (ARM)
• Current RNF status and ownership of CACS Paper 1 and 2
• Since the role will also involve supporting Chinese customers, proficiency in Mandarin is required
• High attention to detail with excellent organizational and communication skills
• Ability to manage multiple priorities and work effectively under time pressure
• Ability to work independently and as a collaborative team player with a proactive and solution-oriented attitude
• High level of integrity and professionalism

We offer

A stimulating and dynamic work environment.