Assistant Private Banker

2 weeks ago


Singapore PERENNIAL HR PTE. LTD. Full time $90,000 - $120,000 per year


Key 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.
  • Act as a key liaison between clients, internal stakeholders, and product teams to coordinate investment solutions, credit facilities, and operational support.
  • Ensure compliance with relevant regulations and internal policies by monitoring client risk profiles, sales processes, and documentation requirements.
  • Assist in preparing client presentations, account reviews, and business reports, contributing to the overall growth and efficiency of the private banking team.
Requirements:
  • 3 years of experience in client servicing, operations, or sales support within private banking or wealth management.
  • Strong understanding of financial products, investment services, and credit solutions.
  • Excellent analytical skills, attention to detail, and ability to manage multiple tasks efficiently.
  • Fluency in Mandarin is preferred to support clients across Greater China markets.
  • CACS Paper 1 & 2 required.
  • Strong team player with excellent communication and interpersonal skills.


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