Job Details
Job Description:
- Assist relationship managers with account management, documentation, investment execution, and day-to-day client requests.
- Serve as the primary support contact for client queries, transactions, and administrative requests
- Prepare client presentations and assist in administartive matters relating to onboarding of new clients
- Identify cross-selling opportunities and assist in marketing bank products and services
- Maintain regular follow-up with clients regarding investment maturities, instructions, and service requirements
- Process trade orders and monitor client portfolios (eg. margin levels , upcoming maturities etc)
- Ensure full adherence to regulatory and compliance standards
- Maintain proper documentation and record keeping
Skills and requirements:
- Bachelor's degree in Finance, Business, Economics, or a related field
- 3 years of experience in private banking, wealth management, or financial services
- Strong understanding of financial products
- Excellent communication and interpersonal skills
- Strong analytical ability and attention to detail
Only shortlisted candidates will be responded to, therefore if you do not receive a response within 14 days please accept this as notification that you have not been shortlisted.
Reg. No. R2199597
BeathChapman Pte Ltd
Licence no. 16S8112
