The Personal Wealth Client Services Officer is responsible for handling the administrative functions of the investment advisors and attending to basic inquiries regarding
account opening, investment transactions, and core investment products, e.g., investment funds, PERA. […]
Coordinates with clients and referrers to ensure compliance with documentary and transactional requirements
Coordinates with various units for the fulfillment of account opening and trade transactions and for monitoring account compliance […]
Handles investment queries from clients and referrers regarding account opening,...