Assistant Relationship Manager (private Bank, Perm)

Singapore, Singapore

Job Description


Job Scope:

  • 50:50 split in terms of responsibilities between back-office work (KYC, CRM, account opening, documentation, fund subscriptions) and front office work (trade execution/client communication)
  • Ensure KYC documentation for client base is current and reflected in company\xe2\x80\x99s CRM system
  • Liaise with clients and custodians for account openings and ongoing KYC
  • Prepare client account opening and fund subscription documentation independently
  • Independently handle cash management on client accounts
  • Assist RM with administrative tasks (travel, client gifts etc.)
  • Place trade orders as needed
Requirements:
  • Excellent communication skills and professionalism
  • Impeccable English (written and spoken)
  • Minimum of seven years of relevant ARM experience in a private bank, covering both account opening and trade execution
  • CACS 1 & 2 and RNF licenses
  • Knowledge of common private banking products and asset classes
  • Quick thinking, detail-oriented and self-motivated personality

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Job Detail

  • Job Id
    JD1358878
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Singapore, Singapore
  • Education
    Not mentioned