Private Banking Client Services Officer Apprenticeship (for poly graduates)

Our Client Services Officer Apprenticeship Programme under the IBF Polytechnic Talent for Finance Scheme (PTFS) is a 12-month structured programme designed for polytechnic graduates who are keen to kick-start their career in Private Banking Client Services.

You will gain hands-on experience within the Client Services team, working closely with the Relationship Managers to support day-to-day client service activities in a regulated banking environment.

This programme provides structured training, mentorship and a potential pathway to a permanent Client Services Officer role.

WHAT YOU WILL DO:

As part of the Client Services team, you will

• Provide support to Front Office for account opening documentation
• Perform independent callbacks for affirmation of client instructions or as directed by management
• Act as the point of contact for the Front Office
• Support operational queries from various stakeholders such as Relationship Managers, Client Service Officers and internal clients from Controls or Operation Departments
• Support the Account Closure Process
• Perform Level 1 Know-Your-Customer (KYC)
• Support/Perform Front Office Control and Risk management duties
• Administrative duties as required and any other duties that are assigned by Management

REQUIREMENTS

• Recent polytechnic graduates (or graduating soon)
• Eligible polytechnics: Nanyang Polytechnic (NYP); Ngee Ann Polytechnic (NP); Republic Polytechnic (RP); Singapore Polytechnic (SP); or Temasek Polytechnic (TP).
• Or has completed National Service after graduating from a polytechnic, within 2 years from programme commencement date
• Strong interest in banking, operations or client services
• Meticulous and accurate in executing work assigned with a strong risk control approach
• Demonstrates accountability and initiative.
• Able to multi-task and work under time sensitive environment
• Team player with the capability to work independently

KEY RESPONSIBILITIES

• Management of account opening processprovide support to Front Office for account opening documentation
• Perform independent callbacks for affirmation of client instructions or as directed by management
• Act as the point of contact for the Front Office – Support operational queries from various stakeholders such as Relationship Managers, Client Service Officers and internal clients from Controls or Operation Departments
• Support the Account Closure Process and Perform Level 1 Know-Your-Customer (KYC)
• Support/Perform Front Office Control and Risk management duties
• Process and policy reviews: Identify improvement areas, re-organizingworkflows, design and implement business plans to smoothen Front Officeprocesses
• Project management and stakeholder engagement for process remediation exercises and process changes 
• Conduct presentations to stakeholders for initiatives managed by CSSN
• Support Business Risk Manager in risk management initiatives
• Possibly perform CSO Business Management duties
• Administrative duties as required and any other duties that are assigned by Managemen

REQUIREMENTS

• Recent polytechnic graduates:
• Eligible polytechnic: Nanyang Polytechnic (NYP); Ngee Ann Polytechnic (NP); Republic Polytechnic (RP); Singapore Polytechnic (SP); or Temasek Polytechnic (TP).
• Or has completed National Service after graduating from a polytechnic, within 2 years from programme commencement date
• Meticulous and accurate in executing work assigned with a strong risk control approach
• Demonstrates accountability and initiative.
• A problem solver who actively seeks solutions to resolve issues with demonstrable analytical skill
• Able to multi-task and work under time sensitive environment
• Excellent organizational skills
• Team player with the capability to work independently
• Excellent inter-personal skills
• Demonstration of appropriate values and behaviors including but not limited to standards on honesty and integrity, due care and diligence, fair dealing (treating customers fairly), management of conflicts of interest, competence and continuous development, adequate risk management, and compliance with applicable laws and regulations.