Private Banking Professional

2 weeks ago

Singapore beBeeClient Full time $80,000 - $120,000
Private Banking Career Opportunities

Deliver exceptional client service and support in Singapore as a Private Banking Specialist.

  • Collaborate with Relationship Managers to manage and develop client relationships by providing timely and accurate support on client requests and inquiries.
  • Prepare and maintain client documentation, ensuring compliance with regulatory requirements and internal policies.
  • Conduct market research and prepare reports to support investment recommendations and client presentations.
  • Facilitate the onboarding process for new clients, ensuring all necessary documentation is completed accurately and efficiently.
  • Monitor client portfolios and provide regular updates on performance, market trends, and potential investment opportunities.
  • Coordinate with internal departments, including compliance, operations, and credit, to ensure seamless service delivery.
  • Support the organization and execution of client events and meetings to enhance client engagement and relationship building.
  • Assist in the development and implementation of marketing strategies to attract new clients and retain existing ones.
Required Skills and Qualifications:
  • Bachelor's degree in Finance, Business, or a related field.
  • 2+ years of experience in private banking segment.
  • Strong knowledge of financial products and services.
  • Excellent communication and interpersonal skills, with the ability to build rapport with clients and colleagues.
  • Detail-oriented with strong organizational and time-management skills.
  • Proficient in Microsoft Office Suite (Excel, PowerPoint, Word) and experience with banking software systems.
  • Ability to work independently and collaboratively within a team environment.
What We Offer:
  • A dynamic and supportive work environment.
  • Ongoing training and development opportunities.
  • A competitive compensation package.

We are committed to delivering exceptional service to our clients and candidates. Our team of experienced professionals is dedicated to helping you achieve your career goals.

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