Private Banker Assistant (Foreign Bank)

ACEXCELLENT CONSULTING PTE. LTD.; Singapore; On-site; SGD 42,000 - 60,000; Full time

Job summary

ACEXCELLENT CONSULTING PTE. LTD. in Singapore seeks a Private Banking Assistant to provide high-quality administrative, operational, and client support to Private Bankers and Relationship Managers serving ultra-high-net-worth clients.

You will coordinate requests, documentation, and account-related processes to ensure a seamless client experience. Key duties include KYC/AML compliance, liaising with Operations, Compliance, Risk and Legal, and maintaining meticulous client records with

Qualifications

• Degree qualification preferably Finance, Business, Economics, Banking, or a related field.
• At least 1 year of relevant working experience as Private Banking Assistant.
• Highly organized, detail-oriented, discreet, and comfortable working in a fast-paced environment where confidentiality, accuracy, and responsiveness are essential.

Responsibilities

• Provide high-quality administrative, operational, and client support to Private Bankers and Relationship Managers serving ultra-high-net-worth clients.
• Coordinate client requests, prepare documentation, manage account-related processes, and ensure a seamless and professional client experience.
• Coordinate client requests and follow up with internal teams to ensure timely resolution.
• Assist with account opening, account maintenance, documentation, and client onboarding processes.
• Prepare client correspondence, presentations, reports, account summaries, and other supporting materials.
• Coordinate meetings, calls, appointments, and client events.
• Maintain accurate and up-to-date client records and ensure documentation is properly filed.
• Liaise with internal departments including Operations, Compliance, Risk, Credit, Legal, Investment, and Product teams.
• Monitor outstanding client requests and ensure appropriate follow-up.
• Assist with KYC, AML and other regulatory and compliance requirements.
• Handle sensitive client information with a high degree of confidentiality and professionalism.

Skills

Discretion

Attention to detail

Confidentiality

Fast-paced environment

Education

Bachelor's degree in Finance/Business/Economics/Banking or related field

Job description

Description

• Provides high-quality administrative, operational, and client support to Private Bankers and Relationship Managers serving ultra-high-net-worth clients.
• Coordinate client requests, preparing documentation,managing account-related processes, and ensuring a seamless and professional client experience.
• Coordinate client requests and follow up with internal teams to ensure timely resolution.
• Assist with account opening, account maintenance, documentation, and client onboarding processes.
• Prepare client correspondence, presentations, reports, account summaries, and other supporting materials.
• Coordinate meetings, calls, appointments, and client events.
• Maintain accurate and up-to-date client records and ensure documentation is properly filed.
• Liaise with internal departments including Operations, Compliance, Risk, Credit, Legal, Investment, and Product teams.
• Monitor outstanding client requests and ensure appropriate follow-up.
• Assist with KYC, AML and other regulatory and compliance requirements.
• Handle sensitive client information with a high degree of confidentiality and professionalism.

Requirements

• Degree qualification preferably Finance, Business, Economics, Banking, or a related field.
• At least 1 year of relevant working experience as Private Banking Assistant.
• Highly organized, detail-oriented, discreet, and comfortable working in a fast-paced environment where confidentiality, accuracy, and responsiveness are essential.