
Associate - Private Wealth
2 weeks ago
The Associate provides essential administrative support to the Private team while developing knowledge of trust and company administration. This role designed to introduce the individual to fiduciary services through hands-on experience, guided learning and formal training. The role supports accurate recordkeeping, document preparation and client servicing tasks, forming the foundation for a professional qualification and future progression.
- Perform administrative tasks such as scanning, filing, updating databases, and maintaining client records
- Draft standard documentation using approved templates (e.g. resolutions, payment instructions, letters)
- Assist in preparing bank forms, investment instructions, and simple transactions under supervision
- Collect and input KYC and due diligence information to support client onboarding and reviews
- Maintain accurate and compliant electronic and paper files aligned with internal naming and filing conventions
- Ensure data entry is accurate, complete, and up to date
- Support internal reporting, system updates, and audit preparation activities
Requirements:
- Excellent organisational skills and attention to detail
- Strong written and verbal communication skills
- Interest in pursuing a professional career in trust, fiduciary or corporate services
- Proficient in Microsoft Office (Word, Excel, Outlook)
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Associate, Private Wealth
2 weeks ago
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Singapore GREENLANE PRIVATE LTD. Full time $150,000 - $200,000 per yearJob DescriptionOur client, a leading international bank with a strong regional presence, is seeking an experienced Private Banking Relationship Manager to join them in Singapore. This is a client-facing role focused on acquiring and managing relationships with high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals, delivering tailored wealth...