Private Bank Executive Assistant & Analyst for RMs

Barclays UK; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A leading financial institution in Singapore is seeking a Private Bank Executive to assist relationship managers in managing client portfolios and optimizing client experience. The successful candidate will have at least 2 years of direct experience in Private Banking and must hold CACS 1 & 2 certifications. Responsibilities include processing transactions, preparing reports, and maintaining client relationships. This regulated role adheres to MAS standards and requires strong business acumen and strategic thinking.

Qualifications

• At least 2 years experience in Private Banking, with a recent role in a similar position.
• Must be CACS 1 & 2 certified.
• Understanding of MAS regulations.

Responsibilities

• Assist relationship managers in managing client portfolios.
• Maintain client information and manage contracts.
• Process transactions and manage schedules for relationship managers.
• Gather information on market trends and competitor offerings.
• Prepare performance reports on client portfolios.
• Handle inbound and outbound communications with clients.
• Guide clients through account opening and service setup.

Skills

Risk and controls

Change and transformation

Business acumen

Strategic thinking

Technical skills in Private Banking

Education

CACS 1 & 2 certification

Job description

A leading financial institution in Singapore is seeking a Private Bank Executive to assist relationship managers in managing client portfolios and optimizing client experience. The successful candidate will have at least 2 years of direct experience in Private Banking and must hold CACS 1 & 2 certifications. Responsibilities include processing transactions, preparing reports, and maintaining client relationships. This regulated role adheres to MAS standards and requires strong business acumen and strategic thinking.