Account Manager
BOS Wealth Management Malaysia Berhad (a subsidiary Bank of Singapore).
BOS Wealth Management Malaysia Berhad opens doors to new opportunities.
Join us and build your career with BOS Wealth Management Malaysia Berhad. At BOS Wealth Management Malaysia Berhad, we are constantly on the lookout for exceptional individuals to join our team. We promote a culture of openness, teamwork and fairness. Most importantly, we invest in our people through our programmes that develop them on both professional and personal levels. Besides attractive remuneration packages, we offer non-financial benefits and opportunities to develop your potential. We also believe in a diverse and inclusive workforce and are proud to be an equal opportunity employer. We encourage you to bring your whole self to work, no matter where you are from, what you look like or what you believe in. We therefore welcome applications from all suitably-qualified candidates. If you have passion, drive and the will to succeed, rise to the challenge today!
We are looking for Account Manager.
Position Overview
The main duty of the incumbent is to support the below client service activity for Relationship Managers covering the existing BOS clients interested in opening accounts with BOS Wealth Management Malaysia Berhad (BOSWM MY).
Key Responsibilities
New Account Opening
- Responsible for completing client onboarding documents
- Follow up with clients on any document deficiencies.
- Assist Relationship Manager in coordinating BOSWME specific matters with Local Compliance
- Responsible for BOSWM-MY NDPM mandate account setup
Client reviews
- Responsible for completing Periodic/Trigger reviews from a BOSWM-MY local perspective (in conjunction with BOS)
- Assist BOSWM-MY in coordination with BOS on any outstanding matters as required.
Payments and transfers
- Co-ordinate with the Relationship Managers and assist in conducting call-backs and processing of instructions from clients for fund/asset transfers.
- Check margin status to ensure any instruction executed will not result in margin call.
Operational support
- To assist with blocking/unblocking BOS account requests Corporate Actions
- Elect client instruction in RMFE
Work Requirements
- Minimum 5 years’ related experience in client servicing or Front Office sales support with multi-national private banks
- Ability to work with complex structures for account opening and ongoing documentation requirements.
- Sound knowledge of banking products and services including investment products
- Proficiency with financial tools such as Bloomberg is preferred.
- Excellent communication and client interfacing skills
- Meticulous, strong attention to detail and problem solving.
- Possess future oriented mindset, strive to innovate, highly independent, willing to take ownership and adapt to changes.
- Must be a strong team player and possess excellent interpersonal skills with an ability to integrate quickly into an established team.
- Good collaboration with cross-divisional and multi-functional teams
- Able to work under a fast paced and stressed environment while remaining passionate, empathetic, and resilient
Education Requirements
Bachelor’s Degree in Business Administration or its equivalent.
Primary Location
Petaling Jaya, Selangor, Malaysia
Job
Account Manager (Assistant Vice President)
Organization
BOS Wealth Management Malaysia Berhad
Schedule
Permanent
Full-time
Job Posting
11-Mar-2025, 04:35:02 PM
BOS Wealth Management Malaysia Berhad (a subsidiary Bank of Singapore).
BOS Wealth Management Malaysia Berhad opens doors to new opportunities.
Join us and build your career with BOS Wealth Management Malaysia Berhad. At BOS Wealth Management Malaysia Berhad, we are constantly on the lookout for exceptional individuals to join our team. We promote a culture of openness, teamwork and fairness. Most importantly, we invest in our people through our programmes that develop them on both professional and personal levels. Besides attractive remuneration packages, we offer non-financial benefits and opportunities to develop your potential. We also believe in a diverse and inclusive workforce and are proud to be an equal opportunity employer. We encourage you to bring your whole self to work, no matter where you are from, what you look like or what you believe in. We therefore welcome applications from all suitably-qualified candidates. If you have passion, drive and the will to succeed, rise to the challenge today!
We are looking for Account Manager.
Position Overview
The main duty of the incumbent is to support the below client service activity for Relationship Managers covering the existing BOS clients interested in opening accounts with BOS Wealth Management Malaysia Berhad (BOSWM MY).
Key Responsibilities
New Account Opening
- Responsible for completing client onboarding documents
- Follow up with clients on any document deficiencies.
- Assist Relationship Manager in coordinating BOSWME specific matters with Local Compliance
- Responsible for BOSWM-MY NDPM mandate account setup
Client reviews
- Responsible for completing Periodic/Trigger reviews from a BOSWM-MY local perspective (in conjunction with BOS)
- Assist BOSWM-MY in coordination with BOS on any outstanding matters as required.
Payments and transfers
- Co-ordinate with the Relationship Managers and assist in conducting call-backs and processing of instructions from clients for fund/asset transfers.
- Check margin status to ensure any instruction executed will not result in margin call.
Operational support
- To assist with blocking/unblocking BOS account requests Corporate Actions
- Elect client instruction in RMFE
Work Requirements
- Minimum 5 years’ related experience in client servicing or Front Office sales support with multi-national private banks
- Ability to work with complex structures for account opening and ongoing documentation requirements.
- Sound knowledge of banking products and services including investment products
- Proficiency with financial tools such as Bloomberg is preferred.
- Excellent communication and client interfacing skills
- Meticulous, strong attention to detail and problem solving.
- Possess future oriented mindset, strive to innovate, highly independent, willing to take ownership and adapt to changes.
- Must be a strong team player and possess excellent interpersonal skills with an ability to integrate quickly into an established team.
- Good collaboration with cross-divisional and multi-functional teams
- Able to work under a fast paced and stressed environment while remaining passionate, empathetic, and resilient
Education Requirements
Bachelor’s Degree in Business Administration or its equivalent.
Primary Location
Petaling Jaya, Selangor, Malaysia
Job
Account Manager (Assistant Vice President)
Organization
BOS Wealth Management Malaysia Berhad
Schedule
Permanent
Full-time
Job Posting
11-Mar-2025, 04:35:02 PM