Private Banking Client Services Associate

Paragon Capital Management Singapore Private Limited; Singapore; On-site; SGD 67,000 - 89,000; Full time

Job summary

Paragon Capital Management Singapore Private Limited is seeking a Banking Operations Associate to support onboarding, client service, and day-to-day account management for high net-worth clients in Singapore.

You will liaise with clients and private banks to complete due diligence, ensure timely transaction processing, and maintain accurate client data and documentation.

The role emphasizes compliance, meticulous record-keeping, and collaboration across teams to deliver exceptional service.

Qualifications

• Experience in Banking & Private Banking preferred.
• Strong MS Office proficiency for daily tasks.
• Strong analytical skills applied to portfolios.
• Excellent communication with clients and teams.
• Ability to work under pressure and meet deadlines.

Responsibilities

• Process onboarding requests with clients and banks and complete due diligence.
• Support RMs in delivering high-quality service to HNWI clients.
• Coordinate with Clients, Business Support and service providers for timely processing.
• Manage desk administration and RM meeting scheduling.
• Prepare client portfolio reports daily and maintain accounts.
• Serve as client interface for instructions, monitoring, and documentation.
• Initiate account openings/closures and update instruction checklists.
• Ensure regulatory compliance in daily operations.
• Track outstanding documents and fee payments.
• Maintain trade and settlement records and reconciliation tasks.
• Assist audit preparation as needed.
• Maintain accurate client static data.
• Support process improvement projects.

Skills

Analytical skills

Excellent communication

Attention to detail

Teamwork

Tools

MS Office

Job description

Paragon Capital Management Singapore Private Limited is seeking a Banking Operations Associate to support onboarding, client service, and day-to-day account management for high net-worth clients in Singapore.

You will liaise with clients and private banks to complete due diligence, ensure timely transaction processing, and maintain accurate client data and documentation.

The role emphasizes compliance, meticulous record-keeping, and collaboration across teams to deliver exceptional service.