Private Banking ARM: Client Services & Onboarding

GREENLANE PRIVATE LTD.; Singapore; Presencial; SGD 60 000 - 100 000; Tempo integral

Resumo da oferta

GREENLANE PRIVATE LTD. in Singapore is hiring an Assistant Relationship Manager to support the Private Banking team. The role involves assisting Relationship Managers with high-quality client servicing, regulatory compliance, and smooth operations.

You will perform KYC reviews, support trade instructions, prepare and file documents, and coordinate with internal departments to ensure timely transactions. Fluency in English and Mandarin is required, with a degree in Business/Banking and relevant

Qualificações

• Experience in KYC reviews for existing clients and onboarding checks.
• Ability to support RMs with order execution and client communication, including trade instructions by phone.
• Prepare and submit transaction and account documents in a timely manner.
• Handle post-account opening activities, including welcome packages and MAS-related letters.
• Coordinate with internal departments to ensure smooth transactions and compliance.

Responsabilidades

• Perform periodic KYC reviews for existing clients and assist with preliminary checks for new client onboarding when required.
• Support RMs in order execution and client communication, including handling trade instructions via phone.
• Ensure all transaction and account documents are accurately prepared, organized, and submitted to relevant departments in a timely manner.
• Handle post-account opening activities, such as preparing welcome packages, AI opt-in letters, and related documentation.
• Prepare and verify documents in compliance with MAS regulations and internal procedures.
• Coordinate with internal departments to ensure smooth and efficient transactions.

Conhecimentos

KYC reviews

Trade instruction handling

Client communication

Interpersonal skills

English

Mandarin

Formação académica

Bachelor’s Degree in Business, Banking & Finance

BSC Grade A

CACS Paper 1 & 2

Descrição da oferta de emprego

GREENLANE PRIVATE LTD. in Singapore is hiring an Assistant Relationship Manager to support the Private Banking team. The role involves assisting Relationship Managers with high-quality client servicing, regulatory compliance, and smooth operations.

You will perform KYC reviews, support trade instructions, prepare and file documents, and coordinate with internal departments to ensure timely transactions. Fluency in English and Mandarin is required, with a degree in Business/Banking and relevant