Assistant Private Banker, Greater China market, Private Bank

Perennial HR; Singapore; On-site; SGD 80,000 - 120,000; Full time

Job summary

A leading European private bank seeks an Assistant Private Banker to support their Greater China market team. The role involves managing client relationships, ensuring compliance, and developing tailored financial solutions. The ideal candidate should have a strong background in private banking and a passion for high-quality client service.

Qualifications

• At least five years of experience in private banking with a focus on the Greater China market.
• Comprehensive understanding of financial products and regulatory frameworks.
• Excellent interpersonal skills with the ability to perform under pressure.

Responsibilities

• Provide assistance to Private Bankers in managing client portfolios.
• Assist with KYC compliance and account opening documentation.
• Support development of investment proposals and financial solutions.

Skills

Client Relationship Management

KYC Compliance

Investment Solutions

Fluency in English

Fluency in Mandarin

Organizational Skills

Analytical Skills

Education

Bachelor's degree in finance, economics, business administration 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.

Job Description

As an Assistant Relationship Manager, you will:

Provide proactive assistance to Private Bankersin 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

The ideal candidate should have:

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!