Assistant Relationship Manager, Private Banking
4 days ago
Role and Responsibilities:
- Provide comprehensive administrative support for client accounts based in Singapore.
- Collaborate with Team Leaders and Relationship Managers to manage client account administration, client servicing, and retention initiatives.
- Act as a liaison with internal departments to manage execution and settlement of trades, securities delivery, corporate actions, and financial transactions.
- Facilitate communication with other financial institutions and service providers regarding account openings and client administrative queries.
- Monitor daily transaction lists to verify correct processing of trades.
- Issue trade confirmations and manage trade settlements.
- Execute payment orders and input transactions for securities, forex, and money markets.
- Oversee the preparation and follow-up of account opening documentation.
- Maintain and update client data spreadsheets, prepare valuation reports, and compile documentation and research materials for business trips.
Key Requirements:
- 5-7 years of ARM experience in a Private Bank.
- CACS 1 & 2 certification
- Due to the North Asia client coverage, Mandarin proficiency is required for client communication
- High attention to detail with strong organizational skills.
- Excellent teamwork capabilities.
Interested applicants please apply here with your updated CV
StriveX Pte Ltd, EA License No: 23S2077
Lee Boon Hou (Hagen), Registration No: R1870932
hlee@strivex.sg
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