Private Wealth Client Service Officer

About the role

The Private Wealth Client Service Officer supports Relationship Managers in delivering high‑quality service to both prospective and existing private wealth clients. This role ensures that client transactions are accurate, compliant and processed on time, acting as a key liaison for audit and compliance matters.

Key responsibilities

• Assist Relationship Managers (RMs) in servicing private wealth clients and monitoring deliverables.
• Verify completeness and accuracy of client transactions.
• Oversee audit and compliance requirements, including CDD, hold mail, LOA, document deficiencies and dormant accounts.
• Serve as liaison for audit and compliance teams.
• Coordinate team’s Treasury Management System (TMS) activities and document regularisation.
• Ensure all team transactions are executed and forwarded to the centralized operations group.
• Act as an alternate officer for client‑service activities in the absence of RMs.

Required profile

• Bachelor’s degree in Business, Finance or a related field.
• Minimum of 3 years’ experience in client servicing, preferably within private wealth or banking.

Required skills