Private Banking, Assistant Relationship Manager

3 weeks ago


Singapur, Singapore PERSOL Full time

Responsibilities Conduct timely KYC reviews for existing customers and support relationship managers with preliminary checks on new onboarding clients. Assist relationship managers with order executions through phone communications. Maintain, organize, and transfer transaction documents to the appropriate departments efficiently. Prepare welcome packages and necessary documentation, ensuring timely delivery to clients following account openings. Verify documentation to comply with regulatory requirements. Coordinate with various departments to facilitate smooth transactions and operations. Undertake additional tasks or responsibilities assigned by the Head of Department or management as needed. Requirements Recognized bachelor’s degree or higher in Business, Banking and Finance, or a related field. A minimum of 2 years of experience as a Premium Banking Relationship Manager or at least 3 years as a Premium Banking Assistant Relationship Manager. Candidates with completion/preparation of CACS Paper 1 & 2 are preferred Interested candidates who wish to apply for the advertised position, please click on “Apply . EA License No.: 01C4394 (PERSOLKELLY Singapore PTE LTD) By sending us your personal data and curriculum vitae (CV), you are deemed to consent to PERSOLKELLY Singapore Pte Ltd and its affiliates to collect, use and disclose your personal data for the purposes set out in the Privacy Policy available at You acknowledge that you have read, understood, and agree with the Privacy Policy #J-18808-Ljbffr



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