Support relationship managers in performing various client transactions and delivering high quality customer services to high net worth clients; Involve in executing clients instructions, performing account opening procedures, preparing and collecting documentation from clients in a timely and accurate manner; Process credit approvals, investment and deposit transactions, and coordinate with relevant teams when required; Proactively monitor clients' account status and report for any irregularities; Act as a key contact, both external and internal, for clients' daily operational enquiries; Ensure the performing transactions are in compliance with the Bank's policies and legislative requirements; Complete all mandatory training as required to attain and maintain proficiency; To manage meetings and travel arrangements of RMs; To assist RMs in updating client documentation to meet KYC requirement. Track and follow up on all required documentation from client in a timely manner.
