Private Banking EAM Desk Assistant - Client Advisor Support

Perennial HR; Singapore; On-site; SGD 60,000 - 90,000; Full time

Job summary

A leading global private bank is seeking a dynamic Client Advisor Assistant to support the External Asset Management Desk. The successful candidate will have a Bachelor's degree and at least four years of experience in private banking. Responsibilities include managing client portfolios, preparing investment proposals, and ensuring compliance with regulatory standards. Apply now to be part of a high-performing team.

Qualifications

• Minimum of four years of relevant experience in private banking.
• Strong understanding of financial products and investment solutions.
• Excellent organizational and interpersonal skills.

Responsibilities

• Provide proactive support to Client Advisors in managing client portfolios.
• Prepare account opening documentation and ensure KYC compliance.
• Assist in investment proposals and portfolio reviews.

Skills

Client relationship management

Investment knowledge

Analytical skills

Attention to detail

Education

Bachelor's degree in Finance, Economics, Business Administration

Job description

A leading global private bank is seeking a dynamic Client Advisor Assistant to support the External Asset Management Desk. The successful candidate will have a Bachelor's degree and at least four years of experience in private banking. Responsibilities include managing client portfolios, preparing investment proposals, and ensuring compliance with regulatory standards. Apply now to be part of a high-performing team.