Contract Private Banking Client Services Executive

HR-PRO RECRUITMENT SERVICES PTE. LTD.; Singapore; On-site; SGD 50,000 - 70,000; Full time

Job summary

A recruitment agency in Singapore is looking for a Client Service Executive to support Private Bankers in client adoption matters and provide comprehensive operational support. The ideal candidate should have 2-3 years of experience in Private Banking or Wealth Management, with a strong attention to detail and ability to multitask in a fast-paced environment.

Qualifications

• 2-3 years' experience from Private Banking or Wealth Management or KYC business preferred.
• Able to meet tight deadlines and multi-task.
• Meticulous, methodical, and concise with strong attention to detail.

Responsibilities

• Support Private Banker in new account opening tasks and periodic review matters.
• Provide excellent service to high net-worth clients.
• Handle all desk administration and travel bookings.

Skills

Experience from Private Banking or Wealth Management

Strong team player

Self-motivated and goal-oriented

Strong attention to detail

Job description

The business is looking for a Client Service Executive for the NRI business to support the Relationship Managers (RMs) and Investment Managers (IMs) in the new client adoption matters, day to day support, resolving account/payment problems and providing all round operational support.

Responsibilities:

• Support Private Banker in new account opening tasks and periodic review matters
• Support Private Banker to provide excellent service to high net-worth clients to achieve client retention, and be able to handle daily business-as-usual tasks within the desk and market
• Understanding of all desk administration, travel booking and ability to manage meetings and all arrangements related to the meeting for the Private Banker
• Ability to understand issues and appropriately escalate to Management in a timely fashion
• Develop good understanding of the governing regulatory framework, including but not limited to applicable confidentiality/secrecy/data protection regulations and cross border rules where relevant

Skills:

• 2-3 years' experience from Private Banking or Wealth Management or KYC business is preferred
• Strong team player, also able to meet tight deadlines and multi-task
• Self-motivated and goal orientated and a ‘can do’ personality, who is able to work in a high paced environment
• Meticulous, methodical and concise, with a strong attention to detail