Private Banking ARM / CSO

Roles & Responsibilities

Key Responsibilities :

• Assist Relationship Managers in managing and developing client relationships by providing timely and accurate support on client requests and inquiries.
• Prepare and maintain client documentation, ensuring compliance with regulatory requirements and internal policies.
• Conduct market research and prepare reports to support investment recommendations and client presentations.
• Facilitate the onboarding process for new clients, ensuring all necessary documentation is completed accurately and efficiently.
• Monitor client portfolios and provide regular updates on performance, market trends, and potential investment opportunities.
• Coordinate with internal departments, including compliance, operations, and credit, to ensure seamless service delivery.
• Support the organization and execution of client events and meetings to enhance client engagement and relationship building.
• Assist in the development and implementation of marketing strategies to attract new clients and retain existing ones.

Qualifications :

Lily Yang, Recruit Avenue Pte. Ltd.

EA License Number : 23C1935 | EA Personnel Number : R1551292

Tell employers what skills you have

Market Research

Wealth Management

Referrals

Microsoft Office

Ability To Work Independently

Interpersonal Skills

Loans

Private Banking

PowerPoint

Compliance

Banking

Excel

Regulatory Requirements

Financial Services

Service Delivery