Private Banking

2 weeks ago


Singapore Non-disclosed Full time

Private Banking - CSO Non-disclosed Singapore Posted 2 days ago Permanent $7000 - $8000 pm

RESPONSIBILITIES:

  • Handle and liaise with support partners to resolve administrative and operational matters for TL/RMs. Handle clients' enquiries/needs and assist in servicing their requirement. Establish good rapport with clients and service their needs effectively and on a timely basis.
  • Assist TL/RMs in executing investment transactions.
  • Handle new account opening, account maintenance, credit application. Ensure completeness of documents per the internal requirements.
  • Handle any periodic reviews such as credit, KYC and Client Risk Questionnaire.
  • Highlight suspicious activities/behavior of clients and staff e.g. account irregularities to Team Leader/Management/Compliance.
  • Understand the Bank's KYC/AML/CDD framework.

KEY COMPETENCIES:

  • Experience in Client Servicing
  • Knowledge in KYC/AML/CDD process
  • Knowledge in investment products is preferred
  • Good interpersonal skill and team player
  • Organized and meticulous
  • May deal with Mandarin-speaking stakeholders and documents.
  • Experience in liaising with Mandarin-speaking clients and stakeholders.
Boost your career Boost your career Find thousands of job opportunities by signing up to eFinancialCareers today. #J-18808-Ljbffr
  • Private Banking

    2 weeks ago


    Singapore Ambition Full time

    Ambition SingaporePosted 18 minutes ago Hybrid Permanent SGD SGD per annum Client Onboarding Senior Associate/ Associate Director in Private BankOur client is a reputable private bank, looking for Client Onboarding professionals to join their team which is expanding in Singapore at Senior Associate or Associate Director level.Responsibilities: Support the...


  • Singapore HR-Pro Recruitment Services Pte Ltd Full time

    Banking, Corporate Actions, Investment Banking, Loans, Middle Office, Private Banking, Risk Management, Securities Settlements, Settlements, Treasury Settlements, Wealth ManagementPermanentCentral11 May - 11 Jul 202- Perform day-to-day account administration including vetting of documents, safekeeping and client data maintenance in system. Ensure smooth...


  • Singapore DBS Bank Limited Full time

    Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help our...


  • Singapore Danos Group Full time

    About you: Minimum 3 years of AML/KYC experience in the Private Banking or Consulting space. Knowledge of Business Integration / Migration / TOM projects within Private Banking. Affinity for IT and Technology. Perks: Flexible working hours with part-time working models and hybrid options. Attractive salary structures in line with the market. Can-do...


  • Singapore Cornerstone Global Partners Full time

    Job Responsibilities: Execute credit documentation and administration tasks, ensuring credit facilities and monitoring align with credit approvals. Conduct checks on fixed deposit maintenance, current account management, account opening, deposit transactions, investment and insurance products, Lombard loans, premium financing, static data upkeep, audit...


  • Singapore Cornerstone Global Partners Full time

    Role Responsibilities:Carry out credit documentation and administrative tasks, ensuring alignment with credit approvals.Verify fixed deposit maintenance, current account management, account opening, deposit transactions, investment and insurance products, Lombard loans, premium financing, static data maintenance, audit confirmations, and other account...


  • Singapore Larson Maddox Full time

    Compliance Manager – Private BankingMy client is a leading and growing Private Bank and we are recruiting for a Compliance Manager to be based in the Singapore office. Responsibilities for this Compliance Manager – Private Banking roleAdvise internal stakeholders on a daily basis and foster a compliance cultureEnsure delivery of compliance framework for...

  • Private Bank

    2 weeks ago


    Singapore Deutsche Bank Full time

    Private Bank - Structured Products Dealer, VP:Job ID:R0296960Full/Part-Time:Full-timeRegular/Temporary:RegularListed: Location:SingaporePosition Overview:Details of the Division and TeamDeutsche Bank Private Bank Capital Markets Department in Asia is seeking a high caliber professional to join the team as Structured Products dealer, based in Singapore.What...


  • Singapore Eames Consulting Full time

    Role requirements Private Bank experience is a must Fluency in Cantonese is required as the incumbent will be required to review voice log covering Cantonese speaking PB clients in SG and HK Minimum of 12 years audit experience covering Private Bank audits within a Financial Institute, Investment Bank or Professional Services Proven experience in leading and...


  • Singapore RANDSTAD PTE. LIMITED Full time

    Roles & ResponsibilitiesPrivate Banking Wealth Management - Business Oversight Compliance and Corporate Bank6 months contractAbout Private BankThe client provides private banking, wealth planning, credit and investment solutions, and brokerage services to private and intermediary clients. Additionally, our clients benefit from access to the breadth of...


  • Singapore China CITIC Bank International Limited (SG Branch) Full time

    Private Banking Relationship Manager (AVP/VP) Private Banking Relationship Manager (AVP/VP) China CITIC Bank International Limited (SG Branch) Singapore Posted 3 days ago In-Office Job Permanent Competitive Job Purpose:Acquire and grow high net worth individual customer base through effective relationship management, with special focus on the customers'...


  • Singapore WATERSTONE CONSULTING PTE. LTD. Full time

    Perform day-to-day account administration including vetting of documents, safekeeping and client data maintenance in system. Ensure smooth daily processing of Private Banking transactionsnew, settlements and corporate actions Perform first line of checks of clearing and custody for securities and derivative transactions as well as reconciliations. Work...

  • Apac Private Bank

    2 weeks ago


    Singapore Citi Full time

    We want to hear from you if... You are in your penultimate year of university pursuing a degree in any discipline (graduating between Dec June 2025), from a top academic institution working towards a minimum GPA of 3.3 or above or at least 2nd upper class honors, equivalent. Have an Interest in business An exceptional relationship builderWho we think will be...


  • Singapore Synpulse Full time

    We are an established, globally active management consulting company with 1300 employees in 18 offices across America, Europe, Middle East and APAC. We are a valued partner to many of the world's largest international financial services and insurance firms. We support our clients at all project management stages from the development of strategies and...


  • Singapore China CITIC Bank International Limited (SG Branch) Full time

    Job Purpose:Acquire and grow high net worth individual customer base through effective relationship management, with special focus on the customers' personal financial analysis, protection and investment needs.Responsibilities: Achieve the bank's objective on private banking business target & plans. Proactively build and maintain business relationship with...

  • Private Banker

    2 weeks ago


    Singapore Taleix Private Limited Full time

    Main Responsibilities Build and nurture strong relationships with Ultra High Net Worth (UHNW) and High Net Worth (HNW) clients, serving as their trusted advisor in banking and investment matters. Achieve annual revenue targets by identifying client needs, recommending appropriate products and services, and executing transactions effectively. Proactively...


  • Singapore DBS Bank Limited Full time

    VP, Relationship Manager, Private Banking (the Philippines Market), Consumer Banking Group VP, Relationship Manager, Private Banking (the Philippines Market), Consumer Banking Group DBS Bank Limited Singapore Posted 1 day ago Permanent Competitive VP, Relationship Manager, Private Banking (the Philippines Market), Consumer Banking Group Business...

  • Private Banking Kyc

    2 weeks ago


    Singapore Ambition Full time

    Our client is an international Private Bank, looking for KYC professionals with SOW experience to join their team in Singapore.Responsibilities: Support Front Office in client onboarding, account opening and periodic review: Partner with RMs and Compliance team to ensure account lifecycle complies with regulatory and internal policies- SOW corroboration and...


  • Singapore Sumitomo Mitsui Banking Corporation Full time

    Primary Responsibilities The tasks that the person will be focussed on will be operational in nature with settlements, reconciliation and controls related functions Secondary Responsibilities Administrative support and other duties as assigned by Management Complete timely all mandatory regulatory and compliance training Any other duties assigned by...


  • Singapore Danos Group Full time

    Our client - A European Consultancy with over 25 years of experience in partnering with Global Tier 1 Banks across variety of topics is now looking to bring onboard a Consultant and a Senior Consultant to join their Singapore office. You will be involved in a huge project across Singapore, Hong Kong and Australia. About you:Minimum 3 years of AML/KYC...