Private Banking Expert

5 days ago

Singapore beBeeBanking Full time

Job Overview:

We are seeking an experienced Private Banking Specialist to join our team. This individual will be responsible for providing high-quality support to Relationship Managers, preparing and maintaining client documentation, conducting market research, and coordinating internal departments.

Key Responsibilities:

  • Assist in managing and developing 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.

Requirements:

  • Bachelor's degree in Finance, Business, or a related field.
  • 2+ years of experience in private banking, wealth management, or financial services.
  • 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.

  • Private Banking KYC Expert

    5 days ago

    Singapore beBeePrivate Full time

    Job Opportunity: Private Banking KYC ExpertThis is a 1 year contract position for an experienced Private Banking KYC Analyst. The successful candidate will be responsible for ensuring compliance with relevant regulations and maintaining strong relationships with clients.Key Skills:Excellent analytical and problem-solving skillsStrong communication and...

  • Private Banking Expert

    12 hours ago

    Singapore beBeeFinancial Full time $80,000 - $120,000

    Job Title: Private Banking Specialist">Role Overview: We are seeking experienced professionals to work with multiple private banking clients on KYC roles across first and second line of defence, both permanent and contract.">Key Responsibilities:">Assist in the preparation and review of SOW/SOF documents.Conduct high risk assessments and approvals for second...

  • Private Banking Director

    17 hours ago

    Singapore beBeeDirector Full time $90,000 - $120,000

    Private Banking Director Job OpportunityWe are seeking a highly skilled and experienced Private Banking Director to join our team. As a Private Banking Director, you will be responsible for providing expert financial guidance and advice to high net worth individuals.Provide personalized banking services to clients, including wealth management and investment...

  • Private Bank, Private Banker

    2 weeks ago

    Singapore Citi Full time

    Citi Private Bank, Private Banker - Singapore Team - UHNW Segment At Citi , we get to connect millions of people across hundreds of cities and countries every day. And we've been doing it for more than 200 years. We do this through our unparalleled global network. We provide a broad range of financial services and products to our clients – whether they be...

  • Private Bank

    1 week ago

    Singapore Deutsche Bank Full time

    **Private Bank - Head of Marketing, Private Bank Emerging Markets - Director**: **Job ID**:R0351233**Full/Part-Time**:Full-time**Regular/Temporary**:Regular**Listed**:2024-09-23**Location**:Singapore**Position Overview**: The Head of Marketing for Private Bank Emerging Markets creates and executes the Marketing strategy for Asia-Pacific, Middle East & Africa...

  • Private Banking Specialist

    2 days ago

    Singapore beBeePrivateBanking Full time $120,000 - $150,000

    Job Title: Private Banking SpecialistAs a Private Banking Specialist, you will be responsible for conducting holistic Know Your Customer (KYC) reviews for Private Banking and High-Net-Worth Individual clients.Conduct comprehensive KYC reviews to identify and mitigate potential risks.Perform in-depth Source of Wealth (SOW) reviews, benchmarking, and detailed...

  • Client Service Executive

    4 days ago

    Singapore THE HONGKONG AND SHANGHAI BANKING CORPORATION LIMITED Full time

    **Description** **Some careers have more impact than others.** If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you...

  • Product Manager

    3 days ago

    Singapore GREENLANE PRIVATE LTD. Full time

    **About the Role**: We are hiring on behalf of our esteemed banking client for an experienced Private Banking Product Manager. If you have a strong background in investment product management and a passion for delivering high-quality service within the private banking sector, we invite you to apply. **Roles and Responsibilities** - Manage the selection and...

  • Private Banking Regulatory Expert

    4 days ago

    Singapore beBeeRegulatory Full time $90,000 - $120,000

    Compliance Professional for Private Banking">Our organization is seeking a seasoned Compliance professional to support the regulatory compliance function within our Private Banking business.Key Responsibilities:Maintain and update compliance policies and procedures in line with internal standards and local regulatory requirements.Support the Compliance Lead...

  • Private Banking Compliance Lead

    3 hours ago

    Singapore beBeeCompliance Full time $120,000 - $170,000

    Job Title:Compliance Assurance Leader Job Description:We are seeking a seasoned professional to lead our Compliance Assurance function across Asia Pacific. In this role, you will be responsible for identifying key risks and control gaps, performing root cause analyses, and delivering insights into testing and findings for compliance assurance reviews. You...