Responsibilities:
- Supports RMs/TH in client interaction and all related tasks (systems, processes, files, documents etc.) with high-quality, precision and timely responsiveness
- Customizes client requests (reporting, statistics, mailings etc.)
- Manages the RM/TH’s calendar, prepares client meetings, organizes business trips, completes the post processing of client calls, client meetings or business trips for RMs/TH
- Compiles presentations, supports in drafting investment proposals and in marketing activities if needed (client reception, meetings, business trips, events etc.)
- Ensures coverage in case of own absences
Requirements:
- Degree holder with at least 3 years ARM experience in Private Banking
- CACS Paper 1 & 2
- CMFAS Modules 1B, 5, 6A, 8A certification an added advantage
- Working knowledge of T24, Olympics and TEMOS
Please state your availability, current and expected salary in the resume.
We regret that only shortlisted candidates will be notified.
GMP Technologies (S) Pte Ltd | EA Licence: 11C3793 | Eddie Tang | Registration No: R1221129
