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Client Service
2 weeks ago
Client Service (Fund):
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Sector: Monroe Banking & Finance
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Contact: Rhett
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Client: Monroe Consulting Group
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Location: Ho Chi Minh City
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Salary: Negotiable
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Expiry Date: 06 April 2023
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Job Ref: BBBH410446_
International award-winning executive recruitment expert Monroe Consulting Group is recruiting on behalf of an international bank company.
Responsibilities:
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Overall
- Being main point of contact for domestic institutional investors.
- Coordinating clients' Request for Proposal, Due Diligence, Service Level Agreement, Account opening for DCC clients
- Ensure compliance with local regulations and group internal policy
- Keeping clients posted on any market development, regulation requirement and proactively analyze impacts of those on clients' operations
- Coordinating with RM and SCM to offer products and onboarding new clients.***
Impact on the Business - Being the onepoint contact for assigned clients
- Identify potential business
- Coordinate with RM and regional CM to offer products and onboarding new clients
- Ensure risks are identified and escalated to Line Manager
- Work closely with operations staff and other departments to resolve clients' issues or provide alternative solutions to meet clients' needs
Customers / Stakeholders/ Teamwork
- Ensure all clients enquiries are handled in a timely and professional manner; Keep clients posted of relevant market information/ regulatory requirements or changes and other developments in the market; proactively analyze and provide clients with impacts of those changes to their operations
- Prepare/ coordinate clients' Request for Proposal, Due Diligence, Service Level Agreement; Assist clients during their due diligence visit including arranging meetings and educating clients on market requirement and the bank's products and services
- Prepare client plan/ service plan and schedule calling program with clients on periodical basis
- Coordinate with FIG RM, operations, RC, DBS to complete CDD and review; Work closely with other CSMs and regional team/ other branches to share and learn the best practices
Operational Effectiveness & Control
- Ensure that all client service processes are in compliance with Group FIM, BIM, internal guidelines and local regulations
- Monitor performance to ensure clients' SLA are met and ensure any changes on internal procedures which have impact on clients' operations are identified, communicated with clients
- Ensure processes are documented and regularly revised to eliminate risks
- Conduct review for all assigned clients' documentations
Job Requirements
- University Degree
- At least 5 years working in related experience: Fund, Securities, Investment
- Good command of English
- PC expertise: Word, Excel, PowerPoint,
- Good communication skills and teamwork spirit
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