Private Banking Assistant Relationship Manager

E.SUN Financial Holding Co., Ltd; Singapore; On-site; SGD 42,000 - 66,000; Full time

Job summary

E.SUN Financial Holding Co., Ltd in Singapore is seeking a Private Banking Support Associate to assist Relationship Managers in serving high net-worth clients and maintaining key accounts.

You will handle KYC, account opening, maintenance, closures, transfers, and monitor transactions to ensure compliance, liaising with clients on behalf of the PB RMs.

The role requires 3–5 years’ experience, a degree in any discipline, and a team‑oriented, proactive approach to support across bank departments.

Qualifications

• Minimum 3–5 years of relevant experience.
• Degree in any discipline.
• Registered license representative under CACS certification.
• Sales support experiences in private banking industry
• Ability to collate KYC information and SOW corroboration
• Good team player and ability to work closely with different departments of the bank

Responsibilities

• Support PB RMs to provide excellent service to high net-worth clients.
• Understand KYC, account opening, maintenance, and monitoring requirements.
• Liaise with clients to obtain information for PB RMs.
• Assist PB RMs in managing client meetings and travel arrangements.
• Act as client interface for initiating instructions and monitoring funds.
• Escalate issues timely to the Business Management team.
• Develop understanding of regulatory framework and data protection rules.
• Back up PB ARMs on leave to ensure service continuity

Skills

Client service

KYC knowledge

Compliance awareness

Team collaboration

Education

Bachelor's degree

Job description

• Support PB RMs to provide excellent service to high net-worth clients to achieve client retention, and be able to handle daily business-as-usual tasks.
• Understanding of all account opening, maintenance, closure, transfers, KYC and transaction monitoring requirements to support the PB RMs to ensure compliance. Liaise with clients on behalf of PB RMs to obtain relevant information in order for PB RMs to fulfil such requirements.
• Support the PB RMs to manage client meetings and travel arrangements.
• Understand client requirements and assist PB RMs in daily maintenance of account relationships.
• Act as the client key interface over initiation of clients' instructions, monitor funds for payment, receiving client’s instructions and signed forms.
• Support client’s requests and follow through client’s instructions to ensure timely execution of instructions.
• Ability to understand issues and appropriately escalate to Business Management team in a timely fashion.
• Develop good understanding of the governing regulatory framework, including but not limited to applicable confidentiality/secrecy/data protection regulations and cross border rules where relevant.
• As a team player to back up other PB ARMs who are on leave to ensure PB provides best of class services.

Requirements:

• Minimum of 3-5 years of relevant experience
• Degree in any discipline
• Registered license representative under the CACS certification required
• Sales support experiences in private banking industry
• Ability to collate KYC information and SOW corroboration
• Good team player and ability to work closely with different departments of the bank