Private Banking Relationship Support Associate #ESY

RECRUIT EXPRESS PTE LTD; Singapore; On-site; SGD 60,000 - 100,000; Full time

Job summary

RECRUIT EXPRESS PTE LTD is seeking Support Client Advisors / Relationship Managers to service Private Banking clients, ensuring timely and accurate execution of client requests and transactions. You will assist with day-to-day client servicing, attend to client queries, and coordinate with internal stakeholders to resolve enquiries and service issues promptly.

The role requires meticulous handling of banking and investment transactions and collaboration with Operations and Compliance to maintain

Qualifications

• Minimum local Diploma or Degree in any discipline.
• At least 1 year of relevant experience in Private Banking, Wealth Management, Banking Operations, Client Servicing or Sales Support within a financial institution.
• Candidates with experience supporting Relationship Managers, Client Advisors or high net worth clients will have an advantage.
• Good understanding of banking products, investment transactions and account servicing processes would be advantageous.

Responsibilities

• Support Client Advisors / Relationship Managers in servicing Private Banking clients; ensuring timely and accurate execution of client requests and transactions.
• Assist with day to day client servicing; attend to client queries and coordinate with relevant internal stakeholders to resolve enquiries and service issues promptly.
• Process banking and investment transactions accurately and within required timelines; including Post Executed Trades (PET), account opening and onboarding, static data maintenance, asset transfers, deposits and loan related transactions.

Skills

Client servicing

Interpersonal skills

Attention to detail

Regulatory compliance

Communication

Education

Diploma or Degree

Job description

• Support Client Advisors / Relationship Managers in servicing Private Banking clients; ensuring timely and accurate execution of client requests and transactions.
• Assist with day to day client servicing; attend to client queries and coordinate with relevant internal stakeholders to resolve enquiries and service issues promptly.
• Process banking and investment transactions accurately and within required timelines; including Post Executed Trades (PET), account opening and onboarding, static data maintenance, asset transfers, deposits and loan related transactions.
• Prepare and collate client documentation, account information, reports and other materials required by the Client Advisors / Relationship Managers.
• Follow up with clients on documentation, transaction instructions and outstanding matters where required.
• Coordinate closely with internal teams including Operations, Compliance and other support functions to facilitate smooth transaction processing and client servicing.
• Provide administrative and operational support to the team to ensure a high standard of client service.
• Ensure all activities comply with applicable regulatory requirements, internal policies and procedures; escalate exceptions or service issues to the relevant stakeholders where necessary.
• Assist in any other duties as assigned

Requirements

• Minimum local Diploma or Degree in any discipline
• Preferably at least 1 year of relevant experience in Private Banking, Wealth Management, Banking Operations, Client Servicing or Sales Support within a financial institution.
• Candidates with experience supporting Relationship Managers, Client Advisors or high net worth clients will have an advantage.
• Good understanding of banking products, investment transactions and account servicing processes would be advantageous
• Meticulous and organised with strong attention to detail; able to handle transaction processing accurately in a fast paced environment.
• Strong interpersonal and communication skills; comfortable interacting with clients and internal stakeholders.

We regret that only shortlisted candidates will be contacted