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 a capable Premium Banking Assistant/ Relationship Manager to support KYC reviews and onboarding processes in Singapore. The role involves assisting relationship managers with order executions via phone, organizing and handing over transaction documents, and preparing post-account opening services in compliance with MAS requirements.

Ideal candidates have a Bachelor’s degree in Business/ Banking & Finance, 2–3 years of premium banking experience, and

Qualifications

• Bachelor degree or above, preferably in Business/Banking and Finance or related discipline.
• Minimum 2 years Premium Banking Relationship Manager experience or minimum 3 years Premium banking Assistant Relationship Manager experience
• Passed or prepared for CACS Paper 1 & 2
• Good interpersonal and communication skills to handle stakeholders across multiple departments

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 and operations.
• Any other tasks or duties assigned by Head of Department or Company from time to time.

Skills

Interpersonal skills

Communication skills

Stakeholder management

Education

Bachelor’s degree or above (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 and operations.
• Any other tasks or duties assigned by Head of Department or Company from time to time.

Requirement

• Recognized Bachelor Degree or above, preferably in Business/ Banking and Finance or related discipline.
• Minimum 2 years of Premium Banking Relationship Manager experience or minimum 3 years of Premium banking Assistant Relationship Manager experience
• BSC Grade A (if applicable)
• Passed or prepared for CACS Paper 1 & 2
• Good interpersonal and communication skills to handle stakeholders across multiple departments