Assistant Relationship Manager Regional Private Bank

revup consulting pte. ltd.; Singapore; Presencial; SGD 60.000 - 90.000; Jornada completa

Descripción de la vacante

Regional Private Bank in Singapore is seeking an Assistant Relationship Manager to support Relationship Managers in servicing high-net-worth clients and managing day-to-day banking and investment needs.

You will assist with account opening, KYC, client onboarding and ongoing maintenance, while processing client instructions and preparing investment materials for review.

Formación

• Bachelor’s Degree in Banking, Finance, Business or a related discipline.
• At least 3 years of relevant Private Banking experience.
• Experience supporting Relationship Managers and high-net-worth clients.
• Good understanding of Private Banking products, KYC and client onboarding.

Responsabilidades

• Support Relationship Managers in managing and servicing high-net-worth clients.
• Handle account opening, KYC reviews, client onboarding and account maintenance.
• Process client instructions, investment transactions and fund transfers.
• Prepare client documentation, portfolio reviews and investment materials.

Conocimientos

Relationship management support

Client onboarding

High-net-worth client servicing

Educación

Bachelor’s Degree in Banking, Finance, Business

Descripción del empleo

A Regional Private Bank is seeking an Assistant Relationship Manager to join its Singapore team, supporting Relationship Managers in servicing high-net-worth clients across their day-to-day banking and investment needs.

Your responsibilities will include:

• Support Relationship Managers in managing and servicing high-net-worth clients
• Handle account opening, KYC reviews, client onboarding and account maintenance
• Process client instructions, investment transactions and fund transfers
• Prepare client documentation, portfolio reviews and investment materials

You are required to have:

• Bachelor’s Degree in Banking, Finance, Business or a related discipline
• At least 3 years of relevant Private Banking experience
• Experience supporting Relationship Managers and high-net-worth clients
• Good understanding of Private Banking products, KYC and client onboarding
• Completed CACS Papers 1 & 2