Assistant Relationship Manager, Private Banking

PERSOL SINGAPORE PTE. LTD.; Singapore; On-site; SGD 70,000 - 120,000; Full time

Job summary

PERSOL SINGAPORE PTE. LTD. is seeking a Premium Banking support professional in Singapore to conduct timely KYC reviews for existing customers and assist relationship managers with onboarding and order execution.

The role involves handling documentation, ensuring regulatory compliance, and coordinating cross-departmentally to enable smooth transactions. The candidate should have a bachelor’s degree in Business/Banking/Finance and 2+ years as a Premium Banking RM or 3+ years as an Assistant RM,

Qualifications

• Bachelor's degree or higher in Business, Banking or Finance.
• 2+ years as Premium Banking RM or 3+ years as Premium Banking Assistant RM.
• CACS Paper 1 & 2 preferred.

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.

Skills

Relationship management

KYC basics

Regulatory compliance

CACS Paper 1 & 2

Education

Bachelor's degree or higher in Business/Banking/Finance

Job description

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

By sending us your personal data and curriculum vitae (CV), you are deemed to consent to PERSOL Singapore Pte Ltd ("PERSOL") and its local and overseas subsidiaries and affiliates to collect, use and disclose your personal data to prospective employers/companies based in any country for purposes of evaluating suitability for employment, conducting reference checks, administering employment related services, complying with Government's health advisories and such other purposes stated in our Privacy Policy. We may use artificial intelligence ("AI") and machine learning technologies to support our recruitment and placement services, including screening resumes, assessing qualifications and experience, and identifying skills and job matches. Where permitted by applicable law, we may also use such personal data to develop, train, test, improve and/or fine-tune AI and machine learning technologies that support our recruitment and business operations. For more information on how we collect, use, disclose and protect your personal data, please refer to our Privacy Policy: https://www.persolsingapore.com/policies . If you wish to withdraw your consent, including consent relating to the use of your personal data for AI-enabled recruitment activities and AI development activities, please email us at [e-mail]