Assistant RM (Greater China Market) - Private Bank

BEARING SEARCH PTE. LTD.; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A leading banking services provider in Singapore is seeking an experienced professional to manage client relationships and ensure compliance with regulatory standards. In this role, you will handle client enquiries, assist in investment transactions, and ensure smooth operational functioning. Applicants should have over 5 years of experience in a similar role and relevant certifications. This position offers a dynamic work environment and opportunities for professional growth.

Qualifications

• 5+ years of experience working in a similar role in the banking industry.
• CACS papers 1 & 2 certified.
• CMFAS certifications required.

Responsibilities

• Liaise with internal teams to resolve administrative issues.
• Handle client enquiries and support servicing needs.
• Assist in executing investment transactions.

Skills

Client relationship management

Administrative support

Regulatory compliance

Education

Degree in any discipline

Tools

CMFAS certifications

CACS papers 1 & 2

Job description

Key Responsibilities

• Liaise with internal support teams and partners to resolve administrative and operational issues, ensuring smooth day-to-day functioning.
• Handle client enquiries, support servicing needs, and foster strong relationships through proactive communication and assistance.
• Assist in executing investment transactions, monitoring clients’ investment positions, and managing related documentation.
• Manage account-related processes including new account openings, maintenance, credit applications, and periodic reviews (KYC, CRQ, etc.).
• Identify and escalate suspicious client or staff activities (e.g., account irregularities) to appropriate departments as per compliance guidelines.
• Ensure full adherence to regulatory requirements by completing mandatory training and applying the bank’s KYC/AML/CDD frameworks effectively.

Qualifications

• Degree in any discipline with at least 5 years of experience working in a similar role/ capacity in the banking industry
• CACS papers 1 & 2 certified
• CMFAS certifications