![BEARING SEARCH PTE. LTD.](https://media.trabajo.org/img/noimg.jpg)
Assistant Relationship Manager
2 weeks ago
Roles & Responsibilities
- Handle and communicate with support partners to solve administrative and operational issues for the team
- Address clients' inquiries/ needs and assist in meeting their requirements
- Build good relationships with clients
- Support the team in carrying out investment transactions
- Aid the team in overseeing clients' investment positions
- Manage new account opening, account maintenance, credit application, etc.
- Handle periodic reviews such as credit, KYC, and Client Risk Questionnaire
- Identify suspicious activities/ behavior of clients and staff (e.g. account irregularities) and report to the team and relevant departments
- Participate in all Compliance and mandatory training sessions mandated by local regulators
- Understand the bank's KYC/AML/CDD framework
- Enter deals into the bank's proprietary system or submit appropriate deal tickets
Qualifications
- Degree in any field
- Minimum of 5 years of experience in a similar capacity within the banking industry
- CACS papers 1 & 2 certification
Tell employers what skills you have:
• Wealth Management
• Assertive
• Enterprise Risk Management
• Investments
• Relationship Management
• Private Banking
• Financial Transactions
• Customer Success
• Securities
• Selling
• Solution Selling
• Compliance
• Banking
• KYC
• Financial Risk
• Financial Services
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