Premium Banking Assistant Relationship Manager

PERSOL SINGAPORE PTE. LTD.

Singapore

On-site

SGD 70,000 - 120,000

Full time

2 days ago

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Job summary

PERSOL SINGAPORE PTE. LTD. is seeking a Premium Banking support professional in Singapore to conduct timely KYC reviews for existing customers and assist relationship managers with onboarding and order execution.

The role involves handling documentation, ensuring regulatory compliance, and coordinating cross-departmentally to enable smooth transactions. The candidate should have a bachelor’s degree in Business/Banking/Finance and 2+ years as a Premium Banking RM or 3+ years as an Assistant RM,

Qualifications

Bachelor's degree or higher in Business, Banking or Finance.
2+ years as Premium Banking RM or 3+ years as Premium Banking Assistant RM.
CACS Paper 1 & 2 preferred.

Responsibilities

Conduct timely KYC reviews for existing customers and support relationship managers with preliminary checks on new onboarding clients.
Assist relationship managers with order executions through phone communications.
Maintain, organize, and transfer transaction documents to the appropriate departments efficiently.
Prepare welcome packages and necessary documentation, ensuring timely delivery to clients following account openings.
Verify documentation to comply with regulatory requirements.
Coordinate with various departments to facilitate smooth transactions and operations.
Undertake additional tasks or responsibilities assigned by the Head of Department or management as needed.