Junior Private Banker
5 days ago
**Location**
Singapore, Central Singapore
**Job Type**
Permanent
**Salary**
$8,000 - $13,000 Per Month
**Date Posted**
1 day ago
Additional Details
**Job ID**
117881
**Job Views**
1
**Job Description**:
Roles & Responsibilities
**Responsibilities**
- Assist RMs in all aspects of client service and administrative support.
- Respond to all client queries and capable of resolving most issues and requests.
- Take and execute client orders, including but not limited to money market, securities and FX transactions.
- Monitor daily cash management activities.
- Prepare and handle of account opening documents and compliance with AML requirements.
- Prepare credit excess reports.
- Ensure client's records / accounts / investments / market information are current and information updates are timely maintained with relevant accompanying correspondences and meeting reports.
- Ensure necessary follow-up actions are promptly taken on various operational matters e.g. deficiency and outstanding documentation.
- Prepare relevant files and account reports for portfolio manager / banker prior to meeting with clients.
- Participate and contribute at PBA meetings to enhance sharing and feedback among the floor.
- Ensure fit-and-proper requirements are met (e.g. CPD requirements, complete mandatory training etc.) as stipulated by Regulators.
- Liaise with head office to resolve any administrative issues.
**Profile**
- University degree or equivalent, preferably in Banking and Finance.
- Minimum 5 years of relevant work experience in client servicing roles within Private Banking business.
- Fluent in English with excellent writing skills in English. Japanese language would be a plus.
- Strong understanding of financial products and services.
- Good knowledge of Avaloq preferred.
- Excellent interpersonal, communication and client interfacing skills
- Experience with managing internal and external clients
- Familiar with AML and compliance requirements within the Private Banking space.
- Possess professioal certifications including: CACS Papers 1 and 2; CMFAS M1B, M3 and M5 preferred.
Tags
junior
private
banker
client
relationship
officer
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