Assistant Relationship Manager (Private Banking)
11 months ago
Job Description Responsibilities As the successful candidate, you will be responsible for: Strong client support to UHNW/HNW clients in executing bank..
Job Description Responsibilities As the successful candidate, you will be responsible for: Strong client support to UHNW/HNW clients in executing banking and investment transactions Assisting in KYC checks and account openings during onboarding/review process Regular reviewing of client portfolio for necessary updates Ensuring that you are fully aware and updated of Private Banking compliance and regulations Requirements Tertiary education with a strong academic track record Minimum 3 years of relevant experience in a Private Banking/Wealth Management setup Possess CACS Paper 1 and 2 required Due to the complex product requirements of the clients, it will be highly advantageous if you have a strong knowledge of the PB product suite The ability to communicate effectively with internal and external stakeholders
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