Assistant Relationship Manager, Private Banking
3 weeks ago
Responsibilities
As the successful candidate, you will be responsible for:
- Strong client support to UHNW/HNW clients in executing banking and investment transactions
- Assisting in KYC checks and account openings during onboarding/review process
- Regular reviewing of client portfolio for necessary updates
- Ensuring that you are fully aware and updated of Private Banking compliance and regulations
- Tertiary education with a strong academic track record
- Minimum 5-8 years of relevant experience in a Private Banking/Wealth Management setup
- Possess CACS Paper 1 and 2 required
- Due to the complex product requirements of the clients, it will be highly advantageous if you have a strong knowledge of the PB product suite
- The ability to communicate effectively with internal and external stakeholders
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