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Private Banking Account Maintenance | Up to $3K | 6 Months Contract

RecruitFirst

Singapore

On-site

SGD 20,000 - 60,000

Full time

16 days ago

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Job summary

A recruiting agency in Singapore is seeking a Private Banking Account Maintenance professional for a 6-month contract. The role involves processing account openings, managing risk profiles, and performing various administrative tasks. Ideal candidates should have at least a diploma and be proficient in MS Office. This position offers an attractive salary of up to $3,000 per month, depending on experience.

Qualifications

  • Commitment and conscientious personality to ensure complete follow-through for each job assigned.

Responsibilities

  • Process end to end for account opening including account creation and client letters.
  • Process Portfolio Risk Profile renewals.
  • Extract documents for testing and audits.
  • Prepare and update monthly risk profiles due for renewal.
  • Transmit transactions to Ops for daily processing.
  • Prepare documents for archival and manage document inventory.

Skills

Good with MS Office (Word and Excel)
Knowledge of macros
Ability to work across different business teams

Education

Min Diploma
Job description
Private Banking Account Maintenance | Up to $3K | 6 Months Contract

Private Banking Account Maintenance (6 Months Contract, resume booster)

💰 Salary: Up to $3,000 per month (depending on experience)

Responsibilities

Process end to end for account opening which includes creation of accounts in the Private Banking system as well as generation of client letters.

Process Portfolio Risk Profile renewals

Extract documents requested by Business Risk Management for testing as well as for audits

Prepare and update monthly, risk profiles due for renewal on for tracking

Transmission of transactions to Ops for processing daily

Prepare documents for archival as well as managing inventory of documents sent to ScanHub

Other admin/adhoc duties and work as assigned by supervisor.

Requirements

Min Diploma

Good with MS Office (Word and Excel). Knowledge of macros will be an advantage.

Able to work across different business teams

Committed and conscientious personality to ensure complete follow-through for each job assigned

Interested applicants, please click on the Apply button.

Only shortlisted candidates will be notified.

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