[CIMB] Offshore Preferred Banking Service Specialist SG

Location: Singapore
Job type: Permanent
Contact email: careersrise@bcg.com
Published: 30 days ago
Startdate: 14 May 2024 - 14 May 2024


  • Work closely with Preferred Service Manager on Preferred Service Team strategies & plans.

  • Provides excellent customer service, foster strong relationship with clients ensuring clients’ satisfaction so as to support business activities of the RMs.

  • Assist Preferred customers with all documentations, transactions and enquiries (except advisory related).

  • Execute banking transactions accurately and promptly so as to meet the expectations of preferred customers and RMs. Always close the loop when instructions are given.

  • Conduct pre-transaction checks on FAA sales documents and ensure accuracy and completeness of Financial Needs Analysis (FNA) form and other sales related application forms. Thereafter, record and track investment documents submission and outstanding reworks.

  • Strong follow up skills and take initiatives to ensure all time sensitive transactions are executed in a timely and accurate fashion. 

  • Good grasp of internal processes, procedures, documentation, fees and related terms and conditions of products and services offered by the bank.

  • Involves in projects to look into innovative solutions to solve problems and/or to improve processes.

  • Responsible for all AML/CFT, Risk Management, Compliance and Audit matters for Preferred Sales & Service Team.

  • Work closely with Preferred Sales Head and Senior Business Managers to resolve any customers’ issues or AML/CFT matters.    



  • Diploma from local polytechnic or recognised institutions

Professional Qualification and/or Regulatory, Licensing Requirements

  • Proficient in relevant computer applications

  • Knowledge of customer service principles and practices

  • Knowledge on basic Retail Banking products and services

Relevant Work Experience

  • At least 5 years of working experience in a Financial institution with customer service background

  • At least 3 years of experience supporting Relationship Manager or Personal Banker etc.

Technical/Functional Skills

  • Problem solving skills

  • Organizational skills

  • Effective time management

Personal Skills (Soft Competencies)

  • Effective communication skills

  • Listening skills

  • Customer service orientation

  • Meticulous

  • Take Initiative

  • Adaptability

  • Team player resilience

  • Ability to multi-task

  • Helpful and willing to share knowledge