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Assistant Relationship Manager - Private Banking

Singapore

19 days ago
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Summary

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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