Assistant Relationship Manager (Private Banking - Foreign Bank)

Roles & Responsibilities

Job Description/Responsibilities:

• Coordinate with Operations and other functional counterparts on daily basis.
• Conduct all required Know Your Customer (KYC), AML process, procedures and documentation.
• Assist Relationship Manager in providing the periodic investment market updates, placement and execution of the OTC and listed investment trades covering FX, bonds, quities, funds and structured products.
• Provide administrative and client support to Relationship Manager, include maintaining and updating client transaction records/ reports as well as client data.
• Have an oversight on the dealing infrastructure / processes / systems for the investment products, and be responsible for all sales documentations, product agreements, and service level agreements.
• Ensure superior customer service is delivered and contribute to the overall customer experience of the Bank.

Requirements & Qualifications:

• University graduate.
• Sound understanding of economics, best market practices and investment products in the wealth management business
• CACS qualification preferred

Interested candidates please email resume in MS Word format to recruit@waterstone.com.sg

Please state your last drawn and expected package, relevant skill sets and the position you are applying for.

Resumes collected will be kept in strict confidence and used for recruitment purposes only.

Tell employers what skills you have

Wealth Management
banking industry
Due Diligence
ARM
Relationship Management
Loans
Private Banking
Securities
Economics
Investment Management
Banking
AML
Product Development
Customer Service