
Assistant Private Banker, Greater China
6 days ago
You will be responsible for daily cash management, which includes executing payments, transfers and trade orders from clients or private bankers in the Greater China market.
You will liaise with the operations team for all administrative issues and will keep client files up to date with the relevant correspondence and meeting reports. You will prepare the relevant files and account reports for the private banker prior to meeting with clients and will deal with follow-up. You will assist the private banker in liaising with clients and will interact directly with clients from time to time. You will participate in internal meetings in order to enhance sharing and feedback among the floor.
Pre-requisites
University degree or equivalent, preferably in Economics or Finance
Minimum 5 years of similar work experience
Resourceful and motivated; always seeking to perform to the best for the manager
Able to work well under stress, be approachable and willing to share and exchange ideas with colleagues with a high level of team spirit
Proficient in Chinese (both spoken and written) to cater to the market coverage
Your interest will be treated in strict confidence.
Data collected will be used for recruitment purposes only. Personal data provided will be used strictly in accordance with the relevant data protection law and WMRC’s personal information and privacy policy.
-
Private Banker, China Team
1 day ago
Singapore Citi Full timePrivate Banker, China Team (UHNW Segment)Join to apply for the Private Banker, China Team (UHNW Segment)role at Citi Continue with Google Continue with Google Private Banker, China Team (UHNW Segment)Join to apply for the Private Banker, China Team (UHNW Segment)role at Citi At Citi , we get to connect millions of people across hundreds of cities and...
-
Market Head, Greater China
1 week ago
Singapore Options Group Full timeRecruit and Lead a Team of Private Bankers covering UHNW, HNW and Family Offices covering the Greater China Market. - Over 10 years of relavent experience, preferably most recently having your own clients and book. - Possess strong UHNW and HNW relationships across the region - Fluent in Mandarin and English
-
Private Wealth Professional
1 week ago
Singapore beBeeInvestment Full time $80,000 - $120,000About the RoleThis role presents a rare opportunity to join a leading financial technology company as a Relationship Manager, focusing on Private Wealth in Greater China.Job DescriptionWe are seeking an experienced professional who can effectively build and maintain relationships with high net worth individuals and families in this key region. The successful...
-
Assistant Private Banker
4 days ago
Singapore Gemini Personnel Full time**Introduction**: A Boutique Private Bank is hiring for a experienced Assistant Private Banker **Responsibilities**: **Job Requirement**: Utilize primary contact for client transactions handling, respond to and resolve routine client inquiries along with service issues. Update and maintain client database with financial goal tracking. Standards inclusive...
-
Assistant Private Banker
2 weeks ago
Singapore PERENNIAL HR PTE. LTD. Full time $90,000 - $120,000 per yearKey Responsibilities: Provide dedicated support to Relationship Managers in managing and servicing UHNW clients, ensuring seamless execution of banking transactions and investment activities. Maintain and update client records, ensuring accuracy in documentation, portfolio reviews, and regulatory requirements such as KYC, AML, and suitability assessments. ...
-
Singapore Unicorn Advisor (HK) Limited Full timemy client is looking for senior PB RM covering Greater China region, includes TW HK to be based in SG office - must be VP and above (revenue producer) - open to team move as well, with team sales AUM and revenue targets Job ID 1649732 - ABOUT COMPANY - Unicorn Advisor (HK) Limited - Hong Kong HR & Recruitment Unicorn Advisor’s business in Asia began in...
-
Client Account Manager
2 weeks ago
Singapore UBS Full timeSingapore - Business management, administration and support - Global Wealth Management **Job Reference #** - 310422BR **City** - Singapore **Job Type** - Full Time **Your role** - Do you want to proactively go the extra mile with us to help clients? Are you focused on the details, even when under pressure? We’re looking for a Client Account Manager...
-
Svp, Private Banker
1 week ago
Singapore Citi Full timeAt **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 consumers, corporations, governments or institutions - to help...
-
Svp, Private Banker
1 week ago
Singapore Citigroup Full timeAt **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 consumers, corporations, governments or institutions - to help...
-
Singapore moomoo Full timeMoomoo Financial Singapore Pte. Ltd. (Moomoo Singapore) is an advanced financial technology company transforming the investing experience by offering a digitalised brokerage and wealth management platform – moomoo. Moomoo enhances the user experience with market data, news, and powerful analytical tools. Moomoo also embeds an unique digitalised investment...