The Assistant Manager, Private Banking is responsible in assisting the Relationship Managers in serving private banking clients and facilitate front-office process in compliance with policies/regulations.
Responsibilities
Support the Relationship Managers in operational duties including taking investment orders, remittances, account documentations and credit modifications.
Provide client relationship building and account maintenance to facilitate the business of Relationship Manager
Handle administrative duties including KYC/AML and onboarding pre-checks
Requirements
Bachelor’s Degree in Business/Accountancy/Banking & Finance or a relevant discipline
Minimum 3 years’ relevant work experience in serving high net-worth clients
Knowledge of private banking and treasury services, good understanding of banking operations and policies
Self-motivated, able to work independently with good organization skills
Excellent communication skills with strong customer-focused mindset
Have CACS Paper 1 and 2
Singaporeans only
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