Premier Private Client

As a Client Advisor with Premier Private Client, your roles & responsibilities will include : Actively acquire and prospect new customers for the Premier Banking - Private Client (Onshore) segment (AUM S$1 million & above). Develop and strengthen their relationships with the Bank in accordance with relevant business goals. Contribute to the...

We are looking for highly driven individual ready to take on new challenges and has the self-initiative, business acumen and tenacity to join our team! You will be ready to cover either markets in South Asia (Malaysia, Indonesia) or North Asia.As a Client Advisor with Premier Private Client, your roles & responsibilities will include:Actively acquire and...

We are seeking a Certified Accountant and the successful candidate will take charge of all aspects of financial accounting, statutory reporting, tax reporting and administrative matters for a portfolio of clients as well as handle private trustees work.Job Responsibilities- In charge of billings, fee negotiations of each client engagement- Prepare...

Roles & ResponsibilitiesWe are seeking a Certified Accountant and the successful candidate will take charge of all aspects of financial accounting, statutory reporting, tax reporting and administrative matters for a portfolio of clients as well as handle private trustees work.Job Responsibilities- In charge of billings, fee negotiations of each client...

Roles & ResponsibilitiesAs a Client Advisor in the Private Banking segment, you are responsible for the achievement of financial and non-financial targets (personal and team targets) while ensuring full compliance and minimizing provisions to effectively contribute to the top and bottom line of the business.Responsibilities Achieve consistent growth in...

Roles & Responsibilities Responsible for the acquisition of New-To-Bank (NTB) and New-To-Premier (NTP) customers for Premier Banking Asia and Premier Private Client (Offshore segment). Cross sell the OCBC Premier Banking value proposition to the target client segment. Build and independently maintain effective customer acquisition sources. Identify...

Roles & ResponsibilitiesUOB Private Bank is dedicated to managing the wealth of high-net-worth individuals with investment assets of $5 million and above. Keeping in mind our clients’ financial objectives, we provide tailored products and solutions that draw on the Group’s comprehensive suite of personal, business and investment services.Job...

UOB Private Bank is dedicated to managing the wealth of high-net-worth individuals with investment assets of $5 million and above. Keeping in mind our clients' financial objectives, we provide tailored products and solutions that draw on the Group's comprehensive suite of personal, business and investment services.Job ResponsibilitiesSource for and acquire...

Roles & Responsibilitiesabout the companyOur client is a global Private Bank, with a strong presence across APAC, Europe and America.about the job Ensure accurate processing of opening, closure and data maintenance for the bank's clients, agents and counterparty Ensure onboarding welcome pack processed and sent to clients Review of documents submitted by...

Roles & ResponsibilitiesRole DescriptionSupport Private Wealth Management Relationship Manager(s) in providing client service and ensuring that all KYCs (Know Your Customers) and documentation relating to Private Wealth Management transactions are in order.Specific Responsibilities · Initiate and/or follow up on documentation pertaining to new account...

As a Client Advisor in the Private Banking segment, you are responsible for the achievement of financial and non-financial targets (personal and team targets) while ensuring full compliance and minimizing provisions to effectively contribute to the top and bottom line of the business.ResponsibilitiesAchieve consistent growth in portfolio and revenuesEnsuring...

about the companyOur client is a global Private Bank, with a strong presence across APAC, Europe and America.about the jobEnsure accurate processing of opening, closure and data maintenance for the bank's clients, agents and counterpartyEnsure onboarding welcome pack processed and sent to clientsReview of documents submitted by front officeProcess client's...

Roles & ResponsibilitiesJob Responsibilities: Source for and acquire new clients within market and refer potential clients to other marketing teams or other segments within the bank Provide appropriate insurance & investment solutions to clients based on their needs and risk profiles Responsible for striving towards the Asset Under Management (AUM) growth...

Our client is a well-established international bank and has a strong presence in Asia. They are recruiting for Premier Relationship Managers to expand their business. about the job Contribute to the bottom-line of Premier Banking through the accomplishment of profit and growth targets.Manage the relationships with new and existing High Net Worth clients...

Responsibilities:Responsible for account opening documentation formalities to the Private Banking teamsGather all relevant information and administer the account opening process for new/existing clientsReview of standard/medium risk new account opening and adequacy of the Source of Wealth narrativePerform due diligence and ensure complete & accurate KYC...

Roles & ResponsibilitiesClient Advisor, Financial AdvisoryCornerstone is Singapore’s premier Independent Financial Advisory and Exempt General Insurance Broker with over nearly 30 years of experience.A reputed leading omni-channel advisory, we offer financial advisory, corporate risk solutioning and private wealth management services.Being Independent, we...

12 Months Contract | Client Onboarding - Account Documentation | Private BankResponsibilities:Ensure full review account opening documentation for clients based on requirements Review of account documentation for periodic review Ensure document deficiencies are accurately tracked and escalated as per procedure Handle client documentation and manage the...

Roles & ResponsibilitiesDuties and ResponsibilitiesReporting to the Advisors and Head of Client Services, this executive will support our Relationship Managers (RMs) in portfolio management, trade execution, liquidity management and client services & operation support. His/her responsibilities include (but not limited to):· Helping to process onboarding...

Responsibilities:Responsible for account opening documentation formalities to the Private Banking teamsGather all relevant information and administer the account opening process for new/existing clientsPerform due diligence and ensure complete & accurate KYC checksMonitor and attend to any accounts exceptions and deviations to ensure compliance to Management...

Location: Willing to work at Changi Business Park (CBP)Duration: 6 Months ContractResponsibilities:Assist the senior management in ensuring with external and internal regulations Perform AML/KYC risk and approval for clientsPerform due diligence searches and account opening documentation checks for client onboardingReview and assess the adequacy of the...