Junior Client Advisor Assistant ESY

Job Responsibilities but not limited to following for tis role

. Support Relationship Managers in servicing Private Banking clients.

. Attend to client enquiries promptly and professionally.

. Process banking and investment transactions accurately, including:

o Post Executed Trades (PET)

o Account opening

o Static maintenance

o Asset transfers

o Deposits

o Loan processing

. Prepare reports and client documentation.

. Follow up with clients where required.

. Provide day to day administrative support.

. Ensure compliance with regulatory requirements and internal policies.

. Escalate service issues where appropriate.

Requirements

. Degree, Polytechnic diploma or equivalent recognised qualification.

. Minimum 1 year of relevant banking experience preferred in client servicing, operations or sales support experience within Banking or Financial Institutions preferred

. Able to interact confidently with High Net Worth clients.

. CACS Paper 1 & Paper 2 will be an added advantage.

Interested candidates, please email your resume to [Confidential Information]

Anna See Sing Yee

CEI Reg R25157535

Recruit Express Pte Ltd

EA License No: 99C4599

We regret that only shortlisted candidates will be contacted