Document Review Officer, Top-tier Private Bank

**Client On-boarding Associate, Top-tier Private bank Top-tier Swiss private bank is looking for a Document Review Officer (Account Modification). The role is a key member of the Team within Private Banking. He/she is to work proactively with the business and other internal functions in the review of the documentation in relation to account maintenance....

Client Description: Top-tier Swiss private bank Job Description: Top-tier Swiss private bank is looking for a Document Review Officer (Account Modification). The role is a key member of the Team within Private Banking. He/she is to work proactively with the business and other internal functions in the review of the documentation in relation to account...

T- Posted by - Tiffany Chen- Recruiter Join a leading banking institution as the Lead of Private Banking Client Relationships, where you will play a pivotal role in shaping and expanding the exclusive client portfolio. This dynamic position involves leading a team of Relationship Managers, driving the development of premium Private Banking services, and...

Business FunctionDBS’ Private Banking offers a one-stop, full-service touch-point for total banking requirements and provides the highest level of personalised banking. We have a team of dedicated, experienced investment advisors who identify opportunities in the various asset classes and employ the best strategies and product vehicles to cater to each...

Deutsche Bank International Private Bank (IPB) is one of the world’s leading global wealth managers. Deutsche Bank IPB offers ultra-high / high net worth clients a broad range of traditional and alternative investment solutions, providing a holistic service for all aspects of Wealth Management. As a trusted partner of high net worth individuals and...

Pinpoint Asia SingaporePosted 4 hours ago Permanent S$10k - S$20k - Posted by - Lu Zhang- RecruiterFollow - Our client, a top-tier investment bank, is looking for a strong operation analyst to join their cash equities and stock loan teams in Singapore to help manage a growing business. **Responsibilities**: - Support clients in post-trade execution...

Key Tasks and Responsibilities: - Managing the monthly investor subscription and quarterly redemption processes in coordination with the fund transfer agent. - Private Wealth IR Inbox - ensure that all Private Wealth investor queries are responded to appropriately and within 24 hours. This will include producing complex analysis requiring accounting,...

**Responsibilities**: - To execute security orders such as stocks, bonds and structure notes for private banking clients - To ensure works and duties in compliance with the relevant regulation - To assist the development and management of product, including generating new ideas and perform due diligence and regular review on product profile. - To assist on...

**Job Purpose**: Responsible for providing administrative and client service support to Hong Kong and Singapore Relationship Managers (RM) within the front office function serving Singapore booked Private Banking clients. In addition, ARM is to provide quality services to customers for RMs to acquire and grow the high net worth individual customer...

S - Posted by Sabrina Lim- Recruiter **Job Purpose**: Responsible for providing administrative and client service support to Hong Kong and Singapore Relationship Managers (RM) within the front office function serving Singapore booked Private Banking clients. In addition, ARM is to provide quality services to customers for RMs to acquire and grow the high...

Roles & ResponsibilitiesJob Purpose:Responsible for providing administrative and client service support to Hong Kong and Singapore Relationship Managers (RM) within the front office function serving Singapore booked Private Banking clients. In addition, ARM is to provide quality services to customers for RMs to acquire and grow the high net worth individual...

Roles & ResponsibilitiesJob Purpose:Responsible for providing administrative and client service support to Hong Kong and Singapore Relationship Managers (RM) within the front office function serving Singapore booked Private Banking clients. In addition, ARM is to provide quality services to customers for RMs to acquire and grow the high net worth individual...

Roles & ResponsibilitiesHead of Wealth (Private Banking)Our client, a reputable bank is looking to fill the role of Head of Wealth, Private Banking. The ideal candidate will be responsible for driving the overall strategy, growth, and profitability of the Wealth Management and Private Banking divisionKey Responsibilities: Develop and implement the overall...

Perform due diligence analysis for counterparties onboarding, including fund managers, insurance companies, trading counterparties etc. Review and evaluate financial products for onboarding, such as mutual funds, insurance products etc. - Review and improve credit policies and procedures, including adjustments of margin ratios for various financial products....

Roles & Responsibilitiesabout the companyOur Client is a renowned Private Bank with global footprints.about the jobPerform due diligence reviews, focusing on high risk accounts Assess clients' source of wealth (SOW) and work with front office on corroboration Act as the second line of defense in AML and KYC reviews Perform change in circumstance (CIC) and...

Roles & ResponsibilitiesDetails of the Division and Team:To manage and provide effective guidance to Front Office in their work processes and submissions, in terms of new client account opening and KYC reviews. The role requires the candidate to advice the Front Office in all KYC/AML and legal document related matters and supports the Client Advisor from the...

Roles & ResponsibilitiesDetails of the Division and Team:To manage and provide effective guidance to Front Office in their work processes and submissions, in terms of new client account opening and KYC reviews. The role requires the candidate to advice the Front Office in all KYC/AML and legal document related matters and supports the Client Advisor from the...

**Responsibilities**: - Configure, integrate, test, and lead implementation projects, support Prime Brokerage connections and workflows to onboard new clients - Support clients technically and with legal and compliance requirements - Customize post-trade clearing workflows for clients - Work closely with the clients and the business team on client queries,...

Roles & ResponsibilitiesAbout 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...

Roles & ResponsibilitiesAbout 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...