Senior Client Services Lead, Private Banking

Talentvis Singapore Pte Ltd.; Singapore; On-site; SGD 80,000 - 120,000; Full time

Job summary

Talentvis Singapore Pte Ltd is seeking a Client Services Manager to support Relationship Managers in delivering quality private banking services, managing client transactions and ensuring smooth daily banking operations.

You will handle client enquiries, assist with account opening and documentation, and support investment orders, banking transactions and client requests. The role requires at least 5 years in banking and CACS Papers 1 and 2.

Qualifications

• Minimum 5 years of relevant banking experience, preferably in Private Banking.
• CACS Papers 1 and 2 required.
• Good knowledge of banking operations, credit facilities and investment products.
• Strong communication, interpersonal and client servicing skills.

Responsibilities

• Support Relationship Managers in managing and servicing private banking clients.
• Handle client enquiries, account opening and documentation.
• Assist with investment orders, banking transactions and client requests.
• Prepare and support credit proposals, amendments and periodic reviews.
• Monitor remittances, loans, deposits, securities settlements and collateral positions.
• Maintain accurate client records and ensure compliance with banking regulations.

Skills

Communication skills

Interpersonal skills

Client servicing

Banking operations knowledge

Credit facilities knowledge

Investment products knowledge

Education

Bachelor's degree or equivalent

Job description

Talentvis Singapore Pte Ltd is seeking a Client Services Manager to support Relationship Managers in delivering quality private banking services, managing client transactions and ensuring smooth daily banking operations.

You will handle client enquiries, assist with account opening and documentation, and support investment orders, banking transactions and client requests. The role requires at least 5 years in banking and CACS Papers 1 and 2.