Private Banking

2 days ago


Singapore Search Ally Pte Ltd Full time

-Search Ally Pte Ltd
Singapore

Posted 35 minutes ago Permanent $7000 - $8000 pm
- A
- POSTED BY
- Austen Ho
- RecruiterFollow

**JOB PURPOSE**:
To provide administrative services to Private Banking clients and Team Leader (TL) / Relationship Manager (RM) in relation to client on boarding, investments and transactions by coordinating between the relevant support and operations functions.

**PRINCIPAL ACCOUNTABILITIES**:

- Handle and liaise with support partners to resolve administrative and operational matters for TL/RMs. Handle clients’ enquiries/needs and assist in servicing their requirement. Establish good rapport with clients and service their needs effectively and on a timely basis.
- Assist TL/RMs in executing investment transactions.
- Assist TL/RMs in monitoring clients’ position.
- Handle any periodic reviews such as credit, KYC and Client Risk Questionnaire.
- Highlight suspicious activities/behavior of clients and staff e.g. account irregularities to Team Leader/Management/Compliance.
- Understand the Bank’s KYC/AML/CDD framework.

**KEY COMPETENCIES**:

- Experience in Client Servicing
- Knowledge in KYC/AML/CDD process
- Knowledge in investment products is preferred
- Good interpersonal skill and team player
- Good communication skills
- Organized and meticulous
- May deal with Mandarin-speaking stakeholders and documents.
- Experience in liaising with Mandarin-speaking clients and stakeholders.

SEARCH ALLY PTE LTD | [EA License Number] 18C9289 | [Registration Number] R1551292

Under the revised Employment Agencies License Condition 5(b), employment agencies (EAs) are required to collect the personal data (e.g. NRIC, FIN) of applicants referred to employers for permanent or contract job positions of at least 6 months with a fixed monthly salary of $3,300 and above. PDPA requirements on collection, use and disclosure of personal data are not applicable to EAs that are collecting such information, as it is a regulatory requirement.



  • Singapore GREENLANE PRIVATE LTD. Full time

    Roles & ResponsibilitiesAbout the Role:Join a leading financial institution's Private Banking team as a Relationship Manager. This role is ideal for candidates with Premier Banking experience looking to step into Private Banking. You will manage and grow a portfolio of high-net-worth individuals by providing tailored investment advisory and delivering...


  • Singapore BEARING SEARCH PTE. LTD. Full time

    Be a pioneer in a newly setup Private banking platform of an established FI.Responsibilities Assist the Head of Compliance in the managing the compliance function for the Private banking business unit Provide advice to stakeholders and ensure the bank complies with all regulatory/legal requirements as well as internal policies Provide advice to business unit...

  • Private Banking Rm

    2 weeks ago


    Singapore PARADIGM RECRUITMENT PTE. LTD. Full time

    **Our Client** Boutique Private Bank **Highlights** - Open-sky approach and leads will be provided - 5 mins walk to F&B and MRT - Low AUM reuired to open account for new customers **Location** Central - Develop and maintain relationships with HNW and UHNW clients across the region. - cross-sell various private banking investment and insurance products to...

  • Private Bank

    5 days 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...

  • Relationship Manager

    2 weeks 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...

  • Private Banking

    2 weeks ago


    Singapore Anton Murray Consulting Full time

    Our client is a global wealth management business seeking an extra headcount within their operations team, in support of private banking in Singapore. This will be a broad role where you will be involved in a range of duties across client services, cash and stock recs, stock transfers, corporate actions, trade execution and cash payments, client onboarding...


  • Singapore Barclays Full time

    **Private Bank Executive**: **Singapore**: As a Barclays Private Bank Executive, you will work in Private Bank. We bring the breadth and scale of what we do as a banking group to our individual clients, channelling this know-how and reaching out across our network to unlock broader capabilities. Our track record includes leading access to market...


  • 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...


  • Singapore beBeeCompliance Full time

    Job Description:Conduct compliance testing on regulatory areas excluding AML for the private banking business across APAC.The role will support corporate and investment banking business' compliance testing as a secondary responsibility.Develop, refresh and carry out yearly compliance testing plan to assess controls in investment suitability, best execution,...


  • 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...