to support the Private Banking team of our banking client. The successful candidate will assist Relationship Managers (RMs) in providing high-quality client servicing, ensuring smooth operational processes, and maintaining compliance with regulatory requirements.
Key responsibilities include:
Perform periodic
KYC reviews
for existing clients and assist with preliminary checks for new client onboarding when required.
Support RMs in
order execution and client communication
, including handling trade instructions via phone.
Ensure all
transaction and account documents
are accurately prepared, organized, and submitted to relevant departments in a timely manner.
Handle
post-account opening activities
, such as preparing welcome packages, AI opt-in letters, and related documentation.
Prepare and verify documents in compliance with
MAS regulations and internal procedures
.
Coordinate with internal departments to ensure smooth and efficient transactions.
Perform other duties as assigned by the Head of Department or management.
#
Job Requirements
Bachelor's Degree or higher in
Business, Banking & Finance
, or related discipline from a recognized institution.
Minimum
2 years of Premium Banking RM
experience or
3 years of Premium Banking ARM
experience.
BSC Grade A
(if applicable).
CACS Paper 1 & 2
passed or in progress.
Proficiency in
English and Mandarin
to liaise with Mandarin-speaking clients and stakeholders.
* Strong interpersonal, communication, and organizational skills, with the ability to work effectively across multiple departments.
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