Private Banking: Assistant Relationship Manager (Contract)
China Merchants Bank Geylang
Job Description:
- Coordinate with Product Development teams, Operations and other functional counterparts on daily basis.
- Conduct all required Know Your Customer (KYC), AML process, procedures and documentation.
- Assist Relationship Manager in providing the periodic investment market updates, placement and execution of the OTC and listed investment trades covering FX, bonds, equities, funds and structured products.
- Provide administrative and client support to Relationship Manager, include maintaining and updating client transaction records/ reports as well as client data.
- Have an oversight on the dealing infrastructure / processes / systems for the investment products, and be responsible for all sales documentations, product agreements, and service level agreements.
- Ensure superior customer service is delivered and contribute to the overall customer experience of the Bank.
Requirements:
- Min degree or above
- Sound understanding of economics, best market practices and investment products in the wealth management business.
- Fluent in English and Mandarin to liaise with internal and external Chinese stakeholders
- Willingness to work under a dynamic environment, multi-tasking skills to handle tight and short assignment and to meet project deadlines.
- Passed CACS 1 and 2 certifications
PERSOL SINGAPORE PTE. LTD.Geylang
or higher in Business, Banking and Finance, or a related field.
• A minimum of 2 years of experience as a Premium Banking Relationship Manager or at least 3 years as a Premium Banking Assistant Relationship Manager.
• Candidates with completion/preparation...
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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...
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their needs, and refer them to relevant business units when necessary.
Requirements:
• University-level education, preferably in finance, business, or a related field.
• >6 years of experience in a client-facing environment within banking with strong...