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Assistant Relationship Manager (Private Banking - Foreign Bank)
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Assistant Relationship Manager (Private Banking - Foreign Bank)
waterstone consulting pte. ltd.- Posted a day ago
- Be among the first 10 applicants
Job Description
Job Description/Responsibilities:
- Coordinate with 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, quities, 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 & Qualifications:
- University graduate.
- Sound understanding of economics, best market practices and investment products in the wealth management business
- CACS qualification preferred
Interested candidates please email resume in MS Word format to [Confidential Information]
Please state your last drawn and expected package, relevant skill sets and the position you are applying for.
Resumes collected will be kept in strict confidence and used for recruitment purposes only.
More Info
Key Skills
Investment Market Updates
Service Level Agreements
Listed Investment Trades
Bonds
Client Transaction Records
Product Agreements
