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.
Important Note: Trust Recruit Pte Ltd is committed to safeguarding your personal data in accordance with the Personal Data Protection Act (PDPA).
Please read our privacy statement on our corporate website www.trustrecruit.com.sg.
Trust Recruit Pte Ltd
EA License No: 19C9950
EA Personnel: Sim Jia Hui
EA Personnel Reg No: R22106242
