Highlights
- CACS 1 & 2 (Essential)
- Account Opening
- Investment & analysis
- Converse in Mandarin to liaise with clients & internal stakeholders (Greater China & Taiwan)
Responsibilities
- Providing robust client support to Ultra-High-Net-Worth (UHNW) and High-Net-Worth (HNW) clients, ensuring seamless execution of their banking and investment transactions.
- Assisting with Know Your Customer (KYC) checks and facilitating account openings during the onboarding and review processes.
- Conducting regular reviews of client portfolios to ensure timely updates and necessary adjustments.
- Staying well-informed and up-to-date on compliance and regulatory matters within the Private Banking sector.
Requirements
- Must have previous experience in the Greater China market.
- A tertiary degree with a strong academic record.
- At least 5-8 years of relevant experience within a Private Banking or Wealth Management environment.
- Certification in CACS Papers 1 and 2 is required.
- A strong understanding of the Private Banking product suite will be highly beneficial, given the complex needs of our clients.
- Excellent communication skills to effectively interact with both internal and external stakeholders.
HOW TO APPLY:
Interested applicants, please email to “[email protected]”.
We regret only shortlisted candidates will be notified.
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Please read our privacy statement on our corporate website www.trustrecruit.com.sg.
Trust Recruit Pte Ltd
EA License No: 19C9950
EA Personnel: Pierre Chung Yih Shern
EA Personnel Reg No: R22111092
