CB & IB Central Ops - Client Transition Management Specialist - AVP

Deutsche Bank; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A global financial services firm in Singapore is seeking an Assistant Relationship Manager for Private Banking. The candidate will assist with client data management, support account openings, and coordinate client events. Required qualifications include a bachelor’s degree in related fields and prior experience in private banking. Strong communication and problem-solving skills are essential.

Qualifications

• Strong banking acumen with prior experience in private banking.
• Meticulous and capable of ensuring document accuracy.
• Accountable and proactive in problem-solving.

Responsibilities

• Assist with client data management and analysis.
• Support client account openings and process applications.
• Coordinate client events and internal/external communications.

Skills

Client Data Management

Communication

Coordination

Problem-solving

Education

Bachelor’s degree or above in Finance, Economics, Business, or related fields

Job description

Assistant Relationship Manager (Private Banking/Family Office) - job post

Job details

Pay

$6,000 - $9,000 a month

Job type

Full-time

Location

Full job description

Assistant Relationship Manager (Private Banking)

Key Responsibilities

• Client Data Management: Assist relationship managers with multidimensional client data management and provide data analysis results as required by the relationship managers.
• Support Client Account Openings: Assist client managers in handling account opening processes, swiftly and accurately preparing application forms. Communicate and coordinate with various departments and teams of partner institutions to follow up on the progress of account openings, ensuring a smooth process.
• Client Event Coordination: Assist in planning and executing client events, including online seminars, closed-door roundtables, and exclusive activities.
• Internal Communication and Coordination: Collaborate across departments to ensure seamless interaction between the Relationship department and other departments.
• External Communication and Coordination: Coordinate with external service providers such as private banks, lawyers, etc.

Requirements:

• Bachelor’s degree or above, preferably in Finance, Economics, Business, International Trade, or related fields.
• Strong banking acumen and professional ethics, with prior experience in private banking.
• Highly meticulous and patient, capable of carefully checking and verifying materials to ensure the accuracy and completeness of documents.
• Accountability for own work, proactively solving problems, and maintaining high work efficiency.
• Experience in similar capacity or finance industry is preferred.

Regret to inform that only shortlisted candidates will be notified.

EA Registration Number: R1878287

Business Registration Number: 201735941W.