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Primary Responsibilities:
. Handle new account openings, account maintenance, asset transfers, loans, payments, order taking, and product recommendations.
. Assist in account openings during onboarding process, inlcuding assisting KYC beefed up and KYC benchmarking
. Manage and resolve client/RM inquiries regarding Raffles Family Office services and products.
. Ensure timely and accurate execution of client requests and transactions.
. Assist with the onboarding of new Relationship Managers.
. Assist in fund subscription documentation and processing.
. Perform other ad-hoc tasks assigned by Relationship Managers.
. Liaise with internal stakeholders and external parties
. Other ad-hoc duties as and when assigned.
Requirements:
. Possesses a valid RNF by MAS
. Minimum 5 years of relevant experience in a similar capacity with private bank or wealth management firm.
. Familiar with private bank account opening, KYC write-up, and procedures.
. Strong knowledge of banking products, services, and regulations.
. Team player with excellent communication and interpersonal skills
. Fluency in English and Chinese is a must (written and spoken).
. Efficient at multitasking, works well under pressure, and proficient in MS Office.
. High professionalism, ethical standards, and strong analytical and organizational skills.
Date Posted: 25/07/2025
Job ID: 122481679