Relationship Officer (ro) Private Banking
Singapore, Singapore
Job Description
Responsibilities:
- Assist RMs in all aspects of client service and administrative support.
- Respond to all client queries and capable of resolving most issues and requests.
- Monitor daily cash management activities.
- Prepare and handle account opening documents and compliance with AML requirements.
- Prepare credit excess reports.
- Ensure client\'s records are current and information updates are timely maintained
- Prepare relevant files and account reports for portfolio manager / banker prior to meeting with clients.
- Liaise with head office for any administrative issues.
- Min degree with min 1-2 years work experience in client servicing roles within Private Banking
- CACS Papers 1 and 2, CMFAS M1B or M3, and M5 would be advantageous.
- Good knowledge of Avaloq is a plus.
- Familiar with AML and compliance requirements within the Private Banking space.
GMP Technologies (S) Pte Ltd | EA Licence: 11C3793 | Eddie Tang | Registration No: R1221129
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Job Detail
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Job IdJD1341343
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationSingapore, Singapore
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EducationNot mentioned