Assistant Relationship Manager

3 weeks ago


Singapore RANDSTAD PTE. LIMITED Full time
About The Role

As an established Private Bank, we are seeking an experienced Assistant Relationship Manager to join our team. This role requires a strong background in banking and finance, with a minimum of 4-6 years of experience in a Private Bank or Wealth Management Firm.

Duties and Responsibilities
  • Process client payment orders and execute securities, funds, and other trades
  • Liaise with stakeholders to investigate and resolve client enquiries or issues
  • Assist in account opening processes and maintain client data and reports
  • E nsure all transactions adhere to regulatory requirements and internal policies
  • Perform other ad hoc duties as required

Requirements
  • Bachelor's Degree in Banking and Finance or related fields
  • Strong interpersonal and organisational skills
  • Completion of CACS Papers 1 & 2 is an added advantage

Skills and Experience
  • Wealth Management
  • Account Management
  • Asset Management
  • Assertive
  • Due Diligence
  • Enterprise Risk Management
  • Relationship Management
  • Private Banking
  • Financial Transactions
  • Customer Success
  • Securities
  • Selling
  • Solution Selling
  • Compliance
  • Bonds
  • Banking
  • Regulatory Requirements
  • KYC
  • Financial Risk
  • Financial Services


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