The ideal candidate will assist to support the Private Banking Relationship Managers in a administrative capacity. He/ She will exhibit high standards, excellent communication skills, and have an ability to take initiative, and prioritize daily tasks. A strong ability to take charge and meet tight deadlines will ensure your success in this multi-faceted role.
Job Description:
1. Document & Form Processing
- Assist RMs in preparing, printing, and organizing standardized forms required for account opening, account maintenance, and various banking transactions.
- Manage the dispatch, data entry, scanning, filing, and progress tracking of internal approval documents.
- Assist with basic system data entry and initial formatting for KYC and AML profiles (no professional compliance review or direct client verification required).
- Guide clients through the activation and operation of online banking, track client form signatures, identify and compare AML lists.
2. Clerical & Administrative Support
- Handle daily administrative operations for the RM team, including ordering office supplies, printing business cards, processing expense reimbursements (e.g., taxi fares, entertainment expenses), and arranging business travel.
- Assist in scheduling internal and external meetings, which includes booking meeting rooms, preparing hard-copy materials, and printing presentations.
Qualifications:
- Bachelor's degree or equivalent experience
- Fresh Graduates are welcome to apply
- Proficient in the MS Office suite (Word, Excel, PowerPoint), with the ability to quickly format documents and organize data.
- Able to maintain strong focus and minimize errors when handling complex banking forms and numerical data.
- Possesses a strong service-oriented mindset, with the ability to communicate effectively and smoothly with team members and cross-functional departments (e.g., Operations, Compliance)
- Strong execution skills with the ability to properly prioritize tasks to ensure administrative workflows are completed on schedule.
