Private Banker Assistant (1 year contract, renewable)

AEON SEARCH CONSULTING PTE. LTD.; Singapore; On-site; SGD 50,000 - 96,000; Full time

Job summary

AEON SEARCH CONSULTING PTE. LTD. is seeking a proactive professional to support a Relationship Manager in wealth management activities. You will maintain client records, perform KYC/ AML compliance, and assist with market updates and trade execution across OTC and listed instruments.

The role requires strong English and Mandarin language skills to serve China-based customers, with the ability to multitask in a dynamic environment and meet tight deadlines.

Qualifications

• Familiarity with KYC/AML procedures and documentation.
• Experience providing client support and maintaining transaction records.
• Ability to manage multiple tasks and meet deadlines in a dynamic environment.

Responsibilities

• Provide administrative and client support to Relationship Manager and maintain client transaction records/reports.
• Conduct all required KYC/AML processes and documentation.
• Assist in investment market updates and execution of OTC and listed trades across FX, bonds, equities, funds and structured products.
• Oversee dealing infrastructure and ensure all sales documents and agreements are in order.
• Deliver superior customer service to enhance the overall client experience.

Skills

KYC/AML process

Client support

Multitasking

Education

Bachelor’s degree in Finance/ Economics

Tools

Investment trading platforms

Job description

Responsibilities:

• Provide administrative and client support to Relationship Manager, include maintaining and updating client transaction records/ reports as well as client data.
• Conduct all required Know Your Customer (KYC), AML process, procedures and documentation.
• Assist Relationship Manager in providing the periodic investment market updates, placement and execution of the OTC and listed investment trades covering FX, bonds, equities, funds and structured products.
• Have an oversight on the dealing infrastructure / processes / systems for the investment products, and be responsible for all sales documentations, product agreements, and service level agreements.
• Ensure superior customer service is delivered and contribute to the overall customer experience of the Bank.

Requirements:

• Bachelor’s degree or above in Finance, Accounting, Economics, Business Administration, or related disciplines.
• Sound understanding of economics, best market practices and investment products in the wealth management business.
• Business proficiency in both written and spoken Mandarin besides English so as to serve China based customers.
• Willingness to work under a dynamic environment, multi-tasking skills to handle tight and short assignment and to meet project deadlines.