Wealth Management Client Relations Assistant

CHINA MERCHANTS BANK CO., LTD; Singapore; On-site; SGD 48,000 - 72,000; Full time

Benefits offered by this job

Completion bonus (1 month)

Renewable contract

Medical insurance

Job summary

CHINA MERCHANTS BANK CO., LTD is seeking a proactive wealth management support professional in Singapore. You will coordinate with Product Development, Operations and other teams to ensure smooth execution of trades and superior client service.

Ideal candidates hold a bachelor’s degree in finance or related fields, are fluent in Mandarin and English, and thrive in a dynamic, deadline-driven environment.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business Administration, or related disciplines.
• Sound understanding of economics, market practices and investment products.
• Proficiency in Mandarin in addition to English to serve China-based customers.

Responsibilities

• Coordinate with Product Development, Operations and other counterparts on a daily basis.
• Conduct Know Your Customer (KYC), AML processes and documentation.
• Assist Relationship Manager with investment market updates, placement and execution of OTC and listed trades.
• Provide administrative support to Relationship Manager, maintain client transaction records/reports and client data.
• Oversee dealing infrastructure/processes/systems for investment products; manage sales documents, product agreements and SLAs.
• Ensure superior customer service and contribute to overall customer experience.

Skills

Mandarin

English

Multi-tasking

Education

Bachelor's degree or above

Job description

CHINA MERCHANTS BANK CO., LTD is seeking a proactive wealth management support professional in Singapore. You will coordinate with Product Development, Operations and other teams to ensure smooth execution of trades and superior client service.

Ideal candidates hold a bachelor’s degree in finance or related fields, are fluent in Mandarin and English, and thrive in a dynamic, deadline-driven environment.