Client Advisor Assistant (Private Bank) #ESY

Recruit Express Pte Ltd

Singapore

On-site

SGD 60,000 - 90,000

Full time

5 days ago
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Job summary

Recruit Express Pte Ltd is recruiting for a role within our private banking operations, based in Singapore. You will be part of a central team supporting Front Office activities, ensuring timely, accurate and consistent execution.

You will act as a knowledge centre on digital and technology support, retail product processing, and account lifecycle management, using in-house automation tools to streamline processing and reduce manual effort.

Responsibilities

  • Be part of a central team supporting Front Office teams activities, ensuring timely, accurate and consistent execution.
  • Serve as a knowledge centre for Front Office teams on digital and technology support, retail product processing, account lifecycle management and related operational processes.
  • Use in-house automation tools and workflow solutions to support day-to-day processing, improve turnaround time and reduce manual effort.
  • Support activities such as bespoke report preparation, client static data updates, corporate action notifications and post-execution trade capture.
  • Manage and respond to Front Office queries relating to the activities within the central team's scope.
  • Coordinate with Front Office teams to submit instructions to Middle Office and Back Office for retrieval requests and other agreed operational follow-ups.
  • Perform system entries in Private Bank platforms where required, based on the nature of the task and applicable controls.
  • Support the team with ad hoc administrative and operational duties to enable effective service delivery to Front Office teams.
  • Adhere to internal policies, procedures, operating guidelines and control requirements, escalating exceptions or issues where necessary.
  • Ensure compliance with applicable local regulations, internal policies and standards, and escalating service or control issues to relevant internal stakeholders in a timely manner.

Job description

Responsibilities
  • Be part of a central team supporting Front Office teams activities, ensuring timely, accurate and consistent execution.
  • Serve as a knowledge centre for Front Office teams on digital and technology support, retail product processing, account lifecycle management and related operational processes.
  • Use in-house automation tools and workflow solutions to support day-to-day processing, improve turnaround time and reduce manual effort.
  • Support activities such as bespoke report preparation, client static data updates, corporate action notifications and post-execution trade capture.
  • Manage and respond to Front Office queries relating to the activities within the central team's scope.
  • Coordinate with Front Office teams to submit instructions to Middle Office and Back Office for retrieval requests and other agreed operational follow-ups.
  • Perform system entries in Private Bank platforms where required, based on the nature of the task and applicable controls.
  • Support the team with ad hoc administrative and operational duties to enable effective service delivery to Front Office teams.
  • Adhere to internal policies, procedures, operating guidelines and control requirements, escalating exceptions or issues where necessary.
  • Ensure compliance with applicable local regulations, internal policies and standards, and escalating service or control issues to relevant internal stakeholders in a timely manner.
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