Private Banking Assistant for HNW Client Services

REVUP CONSULTING PTE. LTD.; Singapore; On-site; SGD 60,000 - 120,000; Full time

Job summary

REVUP CONSULTING PTE. LTD. is seeking an Assistant Relationship Manager for its Singapore team to support Relationship Managers in servicing high-net-worth clients and their day-to-day banking and investment needs.

You will assist with account opening, KYC reviews, client onboarding and maintaining accounts, while processing client instructions and preparing investment materials for client reviews.

Qualifications

• Bachelor’s Degree in Banking, Finance, Business or a related discipline.
• At least 3 years of relevant Private Banking experience.
• Experience supporting Relationship Managers and high-net-worth clients.
• Good understanding of Private Banking products, KYC and client onboarding.
• Completed CACS Papers 1 & 2.

Responsibilities

• Support Relationship Managers in managing and servicing high-net-worth clients.
• Handle account opening, KYC reviews, client onboarding and account maintenance.
• Process client instructions, investment transactions and fund transfers.
• Prepare client documentation, portfolio reviews and investment materials.

Skills

Client servicing

KYC knowledge

Private Banking

Onboarding processes

Education

Bachelor’s Degree in Banking, Finance, Business

CACS Papers 1 & 2

Job description

REVUP CONSULTING PTE. LTD. is seeking an Assistant Relationship Manager for its Singapore team to support Relationship Managers in servicing high-net-worth clients and their day-to-day banking and investment needs.

You will assist with account opening, KYC reviews, client onboarding and maintaining accounts, while processing client instructions and preparing investment materials for client reviews.