Support RMs in all aspects of client service and administrative support.
Work closely with private bankers and clients to ensure operational and compliance tasks are completed accurately and timely
Ensure proper and timely of the account opening documents and compliance with AML requirements
Resolve and respond client issues and requests
Execute client orders in Avaloq system
Make travel arrangements, schedule appointments and prepare decks for the RM
Assist private banking clients with requests such as account maintenance, balance inquiries, transfers and wires
Requirements:
Strong command of English (written and spoken)
Relevant work experience in client servicing roles in Private Banking environment
Strong investment products knowledge within Private Banking space
Posses CACS Paper 1 and 2, CMFAS M1B, 6, 6A
.. This Singapore-based position is opened to Singaporeans only. Please state your availability, current and expected salary in the resume. We regret that only shortlisted candidates will be notified. GMP Technologies (S) Pte Ltd | EA Licence: 11C3793 | Nurul Amirah | Registration No: R22108940