Client Advisor Assistant - Private Bank

BEARING SEARCH PTE. LTD.; Singapore; On-site; SGD 70,000 - 90,000; Full time

Job summary

A prominent banking institution in Singapore seeks a professional to manage client relationships and support operational functions. The ideal candidate has at least 5 years of experience in the banking industry, is certified in CACS and CMFAS, and is knowledgeable in KYC and AML compliance. This role involves liaising with internal teams to ensure seamless operations and executing investment transactions.

Qualifications

• Minimum of 5 years experience in a similar role within the banking industry.
• Must be certified with CACS papers 1 & 2.
• Possess CMFAS certifications.

Responsibilities

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

Skills

Client relationship management

KYC/AML compliance

Investment transaction support

Education

Degree in any discipline

Tools

CMFAS certification

CACS certification

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 elevate 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