Our client is a leading international financial institution specializing in private wealth management, offering tailored investment solutions and personalized financial services to high net worth individuals.
about the job
- Assist in managing client relationships and handling administrative tasks to ensure efficient transaction processing and client service.
- Gain a thorough knowledge of the bank's products and services to help RMs deliver tailored financial solutions.
- Handle account openings, transactions, and investment orders accurately and promptly.
- Address client inquiries professionally and identify opportunities to strengthen client relationships.
- Work with Operations, Compliance, Legal, and Product teams to ensure smooth service delivery and regulatory compliance.
- Perform client due diligence, maintain accurate records, assist with portfolio reviews, and provide market insights to enhance client portfolios.
skills and experience required
- Bachelor's degree in Finance, Business or a related field.
- At least 3 years of relevant experience in private banking, wealth management, or financial services.
- Proficiency in Mandarin (spoken and written) to communicate effectively with Mandarin-speaking clients across the ASEAN region.
- Proven ability to build and maintain strong client relationships with excellent communication and interpersonal skills.
*We regret to inform you that only shortlisted applicants will be notified*
To apply online please use the 'apply' function, alternatively you may contact Reenie at 6697 7943 / [email protected] for a confidential discussion.
EA: 91C2918 | R2198716
