Assistant Relationship Manager (Private Banking)

HR-Pro Recruitment Services Pte Ltd; Singapore; On-site; SGD 67,000 - 100,000; Full time

Job summary

HR-PRO Recruitment Services Pte. Ltd. is seeking an experienced banking professional to support premium banking operations in Singapore.

The role focuses on completing KYC reviews for existing clients and assisting relationship managers with preliminary checks for new on-boarding clients. You will also help prepare post-account opening services, organize documents, and coordinate with other departments to ensure timely processing, while maintaining strong communication with stakeholders in

Qualifications

• Minimum 2 years of Premium banking RM experience or minimum 3 years of Premium banking ARM experience.
• Fluent in English & Mandarin to liaise with all stakeholders.

Responsibilities

• Complete existing customers' KYC reviews on time and assist relationship manager with preliminary checks for new on-boarding clients' KYC when necessary.
• Assist relationship managers in order executions via phone calls.
• Maintain, organize and handover transaction documents to respective departments on time.
• Prepare post-account opening services such as welcome packages, AI Opt-in Letter, and send to client on time.
• Prepare and verify necessary documents according to MAS requirements.
• Liaise with other departments for smooth transactions and operations.
• Perform any other tasks as assigned by Head of Department or Company.

Skills

Mandarin

English

Stakeholder comms

Time management

Education

Bachelor degree or above in Business/Banking & Finance

Job description

Responsibilities:

• Complete existing customers' KYC reviews on time and assist relationship manager on preliminary check up on new on-boarding clients' KYC when necessary.


• Assisting relationship managers in order executions via phone calls.


• Maintain, organize and handover transaction documents to respective departments in time.


• Prepare post-account opening services such as preparing welcome packages, AI Opt-in Letter preparation and send to client in time.


• Prepare and verify necessary documents according to MAS'requirements.


• Liaise with other department for smooth transactions andoperations.


• Any other tasks or duties assigned by Head of Department orCompany from time to time.

Job Requirements:

• Recognized bachelor degree or above, preferably inBusiness/Banking and Finance or related discipline.


• Minimum 2 years of Premium banking RM experience or minimum3 years of Premium banking ARM experience.


• Fluent English & Mandarin to liaise with all stakeholders


• Passed or prepared for CACS Paper 1 & 2


• Good interpersonal and communication skills to handle stakeholders across multiple departments