- Partner closely with Relationship Managers across wealth solutions
- Support a portfolio of high-net-worth private banking clients
About Our Client
Our client is an established financial institution with a strong presence in the wealth management and private banking sector. Serving affluent and high-net-worth individuals across key markets, the organization is recognized for its client-centric approach, comprehensive suite of investment and banking solutions, and commitment to delivering exceptional service standards. Employees benefit from a collaborative environment, strong governance culture, and opportunities to develop their careers within a sophisticated financial services platform.
Job Description
- Provide day-to-day administrative and client servicing support to Relationship Managers managing private banking relationships.
- Act as a key contact point for client enquiries, service requests, and account-related matters, ensuring timely resolution.
- Monitor client account activities and transactions while maintaining accuracy and compliance with internal procedures.
- Support Relationship Managers in preparing materials and documentation related to wealth management and advisory activities.
- Maintain and update client records, account information, facilities details, and management reports.
- Coordinate closely with operations, product specialists, risk, compliance, and other internal stakeholders to facilitate smooth client servicing.
- Assist with scheduling, meeting arrangements, presentation preparation, travel coordination, and other administrative responsibilities.
The Successful Applicant
- Diploma or Bachelor's Degree from a recognized institution.
- Experience in client servicing, sales support, banking operations, wealth management support, or related financial services functions.
- Good understanding of banking, investment, wealth management, or financial products and services.
- Strong communication and stakeholder management skills with the ability to build professional relationships.
- Highly organized with strong attention to detail and commitment to accuracy.
- Demonstrated ability to work effectively across multiple teams and business functions.
- Resilient and adaptable with the ability to perform in a dynamic, fast-paced environment.
- Relevant industry certifications such as CACS will be advantageous.
What's on Offer
This opportunity offers exposure to a high-performing private banking environment and the chance to work alongside experienced Relationship Managers serving sophisticated clients. The successful candidate can expect structured training, ongoing professional development, exposure to a broad range of wealth management products, and opportunities for internal career progression. Employees also benefit from a collaborative team culture, strong mentorship, and a stable organization committed to long-term talent development and employee well-being.
Contact
Yee Wee Khoo (Lic No: R23118233/ EA no: 18S9099)
Quote job ref
JN-072026-7053669
Phone number
+65 8925 1212
Michael Page International Pte Ltd | Registration No. 199804751N
