Private Banking Professional

1 day ago


Singapore eFinancialCareers Full time
Job Summary

We are seeking a highly skilled Private Banking Professional to join our team at eFinancialCareers. As a key member of our team, you will be responsible for providing exceptional client service and support to our clients.

Key Responsibilities
  • Collaborate with support partners to resolve administrative and operational matters, ensuring timely and effective resolution of client inquiries and needs.
  • Assist in executing investment transactions, monitoring clients' positions, and handling new account openings, account maintenance, and credit applications.
  • Conduct periodic reviews, including credit, KYC, and Client Risk Questionnaire, to ensure compliance with internal requirements.
  • Identify and report suspicious activities or behavior to Team Leader/Management/Compliance, ensuring adherence to the Bank's KYC/AML/CDD framework.
Requirements
  • Proven experience in client servicing, with a strong understanding of KYC/AML/CDD processes.
  • Knowledge of investment products is preferred, with excellent interpersonal and communication skills.
  • Ability to work in a team environment, with a high level of organization and attention to detail.
  • Fluency in Mandarin is an asset, with experience in liaising with Mandarin-speaking clients and stakeholders.


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