Assistant RM (Greater China)

Paradigm Recruitment Pte. Ltd.; Singapore; On-site; SGD 80,000 - 120,000; Full time

Job summary

A leading boutique Asian Private Bank in Singapore is in search of a Client Support Specialist to enhance client relationships and support relationship managers. The role involves managing client onboarding, accounts, and executing financial transactions while ensuring compliance with banking regulations. Candidates should have a relevant degree, significant experience in private banking, and be certified in CACS I & II.

Benefits

Good benefits and welfare

Work-life balance

Easy access to public transport

Qualifications

• 6-8 years of experience in private banking or wealth management.
• Familiarity with bank products and regulatory requirements is important.
• Certification in CACS I & II is required.

Responsibilities

• Assist RMs with client inquiries and documentation.
• Manage account activities and documentation.
• Ensure compliance with bank policies and regulations.

Skills

Interpersonal skills

Communication skills

Client service skills

Education

Bachelor's degree in Finance, Business, Economics, or related field

Job description

OUR CLIENT

Boutique Asian Private Bank

LOCATION

Central

HIGHLIGHTS

1. Good benefits and welfare

2. Work-life-balance

3. Easy access to public transport and several affordable F&B / retail shops

Key Responsibilities:

Client Support and Relationship Management

• Assist RMs in the day-to-day management of client relationships, including handling client inquiries and ensuring timely resolution.

• Prepare and maintain client documentation, including onboarding, KYC reviews, and account updates.

• Support the execution of investment and banking transactions, ensuring accuracy and adherence to internal procedures.

Operational and Administrative Support

• Liaise with internal departments (Compliance, Operations, Investment Advisors, etc.) to ensure smooth processing of client requests.

• Monitor and manage account activities, funding requirements, and transaction statuses.

• Prepare client reports, proposals, and presentation materials for meetings.

Compliance and Risk Management

• Ensure all activities comply with bank policies, regulatory requirements, and AML/KYC standards.

• Participate in periodic reviews of client accounts and flag any irregularities or risks.

Market and Product Knowledge

• Stay updated on financial markets, products, and services relevant to HNW clients from Greater China.

• Support RMs in identifying client needs and providing suitable solutions, including investment ideas and wealth planning strategies.

Qualifications and Experience:

• Bachelor's degree in Finance, Business, Economics, or related field.

• 6 - 8 years of experience in private banking, wealth management, or client servicing (preferably covering Greater China clients).

• Familiarity with private banking products, services, and regulatory requirements.

• Certified with CACS I & II is a must-have.

• Excellent interpersonal, communication, and client service skills.

Interested Applicants, please click on Apply NOW!

We regret to inform you that only shortlisted applicants will be contacted.

Canice Sar

EA Reg No: R1329095

EA License No: 21C0434