Client Service Officer, Private Bank

Execute account opening documentation and manage order execution for equity, FX, and investment products while ensuring client requirements are met. Establish credit facilities, monitor account shortfalls, and provide transaction support to Relationship Managers and Product Specialists. Respond promptly to internal stakeholders and adhere to legal and compliance guidelines to minimize operational errors. Support system upgrades via PWM UAT and collaborate with the back office to maintain regulatory standards. Guide new team members on knowledge sharing and assist in achieving strategic cost management and financial goals.