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Senior Private Banking Client Servicing Specialist

2 weeks ago

Singapore beBeeClient Full time $90,000 - $120,000
Relationship Manager Position

This role is a key position within the banking industry, requiring strong relationship management skills and expertise in private banking products. As an ARM, you will play a critical role in managing client relationships and ensuring the seamless delivery of banking, investment, and credit solutions to clients.

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  • The primary responsibility of the ARM is to work alongside Relationship Managers to deliver high-quality services to clients, including account operations, transaction support, and general queries.
  • Key Responsibilities:
  • Partner with Relationship Managers in preparing investment proposals, portfolio reviews, and client presentation materials to meet client needs and expectations.
  • Ensure smooth execution of client transactions across a wide range of banking, investment, and credit products.
  • Oversee client onboarding, account opening, and periodic KYC/AML reviews to maintain compliance with regulatory standards.
  • Maintain accurate and up-to-date client records, while proactively monitoring for compliance and risk issues.
  • Work closely with product specialists and internal partners to deliver tailored solutions that meet client needs and expectations.
  • Support client engagement activities, including events, marketing initiatives, and business development efforts.
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To be successful in this role, candidates should possess the following skills and qualifications:

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  • Strong knowledge of private banking products and regulatory requirements.
  • Excellent communication and interpersonal skills, with a client-first mindset.
  • Fluency in English; additional Asian language skills are highly valued for regional client coverage.
  • At least 5 years of direct experience in Private Banking, with recent experience in a similar ARM role within a private bank.
  • CACS Paper 1 & 2 certification.
">Required Skills

Wealth Management
Microsoft Excel
ARM
Interpersonal Skills
Investments
Relationship Management
Private Banking
Securities
Compliance
Banking
Team Player
Regulatory Requirements
KYC