Operations (Private Banking)

1 month ago


Singapore CORNERSTONE GLOBAL PARTNERS PTE. LTD. Full time
Roles & Responsibilities

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 confirmations, and other account services for the Private Banking Singapore booking center.
  • Support continuous improvements in procedures and organization to streamline sales and operational workflows.


Job Requirements:

  • Minimum 4 years private banking experience in banking and credit documentation/administration.
  • Working knowledge of Avaloq system is essential.

R22104464

EA: 19C9859


Tell employers what skills you have

Wealth Management
Excellent Communication Skills
Account Management
Upselling
Due Diligence
Wealth
Loans
Private Banking
Transparency
Administration
Scratch
Networking
Banking
Diplomacy
Audit

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