Assistant Private Banker, China Market

Perennial HR; Singapore; On-site; SGD 70,000 - 100,000; Full time

Job summary

A leading private bank seeks a detail-oriented professional to support Relationship Managers and manage high-net-worth client relationships. This role ensures compliance with regulatory standards while providing a dynamic environment for career growth in private banking. Candidates should possess strong analytical skills, experience in wealth management, and preferably fluency in Mandarin to cater to clients across Greater China.

Qualifications

• 3-10 years of experience in client servicing or operations in private banking.
• Strong understanding of financial products and investment services.
• Fluency in Mandarin preferred.

Responsibilities

• Support Relationship Managers in managing UHNW client banking transactions.
• Maintain client records and ensure compliance with KYC and AML regulations.
• Liaise between clients and internal teams to provide tailored investment solutions.

Skills

Attention To Detail

Analytical Skills

Interpersonal Skills

Communication

Team Player

Fluency in Mandarin

Job description

Our client is a well-established Asian Private Bank with a strong balance sheet and a global presence, offering a dynamic platform for career growth. This is an exceptional opportunity for a detail-oriented and client-focused professional to work alongside experienced Private Bankers in managing and growing high-net-worth client relationships. The role provides exposure to the full spectrum of private banking services while ensuring compliance with regulatory requirements and internal policies.

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:

• 3-10 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.
• Strong team player with excellent communication and interpersonal skills.

This role offers a challenging yet rewarding career path for professionals looking to deepen their expertise in private banking while working in a fast-paced, client-driven environment.

Required Skills:

Compliance KYC Offers Team Player Profiles Balance Regulatory Requirements Balance Sheet Mandarin Attention To Detail Analytical Skills Reviews Credit Banking Interpersonal Skills Presentations Regulations Records Documentation Business Sales Communication Management