[ref. r78837904] Private Banking Assistant RM

OUR CLIENT

European Private Bank

LOCATION

Central

1. Good benefits and welfare
2. Support up to Two RMs
3. Easy access to public transport and several affordable F&B / retail shops

Key Responsibilities:

• Assist RMs in the day-to-day management of client relationships, including handling client inquiries and ensuring timely resolution.
• Prepare and maintain client documentation, including onboarding, KYC reviews, and account updates.
• Support the execution of investment and banking transactions, ensuring accuracy and adherence to internal procedures.

• Liaise with internal departments (Compliance, Operations, Investment Advisors, etc.) to ensure smooth processing of client requests.
• Monitor and manage account activities, funding requirements, and transaction statuses.
• Prepare client reports, proposals, and presentation materials for meetings.

• Ensure all activities comply with bank policies, regulatory requirements, and AML/KYC standards.
• Participate in periodic reviews of client accounts and flag any irregularities or risks.

• Stay updated on financial markets, products, and services relevant to HNW clients in SEA OR North Asia region.
• Support RMs in identifying client needs and providing suitable solutions, including investment ideas and wealth planning strategies.

Qualifications and Experience:

• Bachelor's degree in Finance, Business, Economics, or related field.
• 6 - 8 years of experience in private banking, wealth management, or client servicing (preferably covering either SEA or North Asia clients).
• Familiarity with private banking products, services, and regulatory requirements.
• Certified with CACS I & II is a must-have.
• Excellent interpersonal, communication, and client service skills.

Interested Applicants, please click on Apply NOW!

We regret to inform you that only shortlisted applicants will be contacted.

Canice Sar

EA License No: 21C0434