Assistant Private Banker, Greater China market, Private Bank

Perennial HR; Singapore; On-site; SGD 70,000 - 90,000; Full time

Job summary

A leading private bank in Singapore seeks an experienced Assistant Relationship Manager to support their Greater China team. You will enhance client relationships, assist with compliance, and develop financial solutions. The ideal candidate has 5+ years in private banking, a relevant degree, and speaks Mandarin fluently. This role offers a chance to deliver exceptional service to high-net-worth clients in a dynamic environment.

Qualifications

• Minimum five years of experience in private banking in the Greater China market.
• Strong understanding of financial products and regulatory frameworks.
• Ability to perform under pressure in a dynamic environment.

Responsibilities

• Provide proactive assistance to Private Bankers.
• Assist in account opening and KYC compliance.
• Develop investment proposals and financial solutions.
• Monitor client portfolios and identify enhancement opportunities.
• Act as a primary contact for client inquiries.

Skills

Client relationship management

KYC compliance

Investment proposals

Fluency in Mandarin

Organizational skills

Education

Bachelor’s degree in finance or related discipline

CACS Paper 1 and 2 certification

Job description

Assistant Private Banker, Greater China market, Private Bank

Job Description

Our client, an European private bank with a rich history of delivering excellent service to high-net-worth individuals and families, is looking for a client-focused Assistant Relationship Manager. This role will support their Greater China team in enhancing and managing client relationships.

• Provide proactive assistance to Private Bankers in overseeing client portfolios, ensuring a seamless and high-quality client experience.
• Assist with the preparation and processing of account opening documentation, KYC (Know Your Client) compliance, and ongoing due diligence.
• Support the development of investment proposals, portfolio assessments, and customized financial solutions tailored to client needs.
• Collaborate with internal teams to ensure the smooth execution of credit approvals and investment transactions.
• Continuously monitor client portfolios and identify opportunities to refine and enhance financial strategies.
• Maintain adherence to regulatory requirements and internal policies to uphold high operational standards.
• Act as the primary contact for client inquiries, delivering timely and effective support.

Job Requirements

• At least five years of experience in private banking, with strong exposure to the Greater China market.
• A bachelor’s degree in finance, economics, business administration, or a related discipline, along with CACS Paper 1 and 2 certification.
• A comprehensive understanding of financial products, investment solutions, and regulatory frameworks.
• Fluency in English and Mandarin to effectively communicate with Greater China clients.
• Excellent organizational, interpersonal, and analytical skills, with the ability to perform under pressure in a dynamic environment.

If you are passionate about private banking and eager to contribute to a high-performing team, we encourage you to apply for this exciting opportunity. Join us in delivering first-class service to our esteemed clients in the Greater China region. Apply now or contact us to find out more!