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Assistant Relationship Manager Regional Private Bank

Assistant Relationship Manager Regional Private Bank

revup consulting pte. ltd.
2-5 Years
SGD 5,000 - 8,000 per month
  • Posted 14 days ago
  • Be among the first 10 applicants

Job Description

A Regional Private Bank is seeking an Assistant Relationship Manager to join its Singapore team, supporting Relationship Managers in servicing high-net-worth clients across their day-to-day banking and investment needs.

Your responsibilities will include:

  • Support Relationship Managers in managing and servicing high-net-worth clients
  • Handle account opening, KYC reviews, client onboarding and account maintenance
  • Process client instructions, investment transactions and fund transfers
  • Prepare client documentation, portfolio reviews and investment materials

You are required to have:

  • Bachelor's Degree in Banking, Finance, Business or a related discipline
  • At least 3 years of relevant Private Banking experience
  • Experience supporting Relationship Managers and high-net-worth clients
  • Good understanding of Private Banking products, KYC and client onboarding
  • Completed CACS Papers 1 & 2

Candidates who meet the above requirements are welcome to submit their updated CV for a confidential discussion.

Claire Ang
R22109899
EA License: 22S1193
[Confidential Information]

More Info

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Key Skills

Private Banking products

portfolio reviews

fund transfers

investment materials

client onboarding

investment transactions

client instructions