VP, Client Solutions Manager, Wealth Management Operations, CBWMO, Group COO

• Serve as the primary point of contact for client service inquiries, ensuring prompt and accurate responses.
• Assist relationship managers in onboarding new clients, including KYC, account 
  setup, and documentation.
• Proactively manage ongoing client requests and resolve service issues with a client centric approach.

• Coordinate and execute customized solutions for clients with unique requirements, such as tailored reporting, investment mandates, or cross-border transactions.
• Collaborate with internal departments (investment, compliance, operations) to deliver bespoke client services efficiently.

• Oversee the end-to-end client service process, ensuring adherence to regulatory 
  standards and internal policies.
• Monitor and track service delivery metrics, identifying areas for process improvement.
• Ensure all client documentation and records are accurate and up-to-date.

• Assist front office teams with client meeting preparation, follow-ups, and execution of agreed actions.
• Provide training and guidance to junior team members on client service best practices.

• Bachelor’s degree in finance, business, or a related field. 
• 10+ years of experience in client service or operations within wealth management or private banking.
• Practical experience and knowledge of Private Banking products and services, 
  demonstrating a deep understanding of client needs within this specialized area.
• Strong understanding of financial products, investment vehicles, and regulatory 
  frameworks.
• Excellent communication and interpersonal skills, with a client-focused mindset.
• Ability to manage multiple priorities and deliver under pressure.
• High attention to detail and problem-solving abilities.
• Proficiency in CRM and wealth management platforms.

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