Private Banking, Assistant Relationship Manager (ID : 687538)

Roles & Responsibilities

Responsibilities :

• Conduct timely KYC reviews for existing customers and support relationship managers with preliminary checks on new onboarding clients.
• Assist relationship managers with order executions through phone communications.
• Maintain, organize, and transfer transaction documents to the appropriate departments efficiently.
• Prepare welcome packages and necessary documentation, ensuring timely delivery to clients following account openings.
• Verify documentation to comply with regulatory requirements.
• Coordinate with various departments to facilitate smooth transactions and operations.
• Undertake additional tasks or responsibilities assigned by the Head of Department or management as needed.

Requirements :

Interested candidates who wish to apply for the advertised position, please click on “Apply ”. We regret that only shortlisted candidates will be notified.

EA License No. : 01C4394 (PERSOLKELLY Singapore PTE LTD)

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Tell employers what skills you have

Excellent Communication Skills

Investment Advisory

ARM

Know Your Client - KYC

Private Banking

Administration

Compliance

Advising Clients

Advocate

Banking

Regulatory Requirements

KYC