Assistant Relationship Manager – Regional Private Bank
Must-have:FinTech
About the company
A Regional Private Bank is seeking an Assistant Relationship Manager to join its Singapore team, supporting Relationship Managers in servicing high-net-worth clients across their day-to-day banking and investment needs.
Your tasks
- Support Relationship Managers in managing and servicing high-net-worth clients
- Handle account opening, KYC reviews, client onboarding and account maintenance
- Process client instructions, investment transactions and fund transfers
- Prepare client documentation, portfolio reviews and investment materials
Requirements
- Bachelor’s Degree in Banking, Finance, Business or a related discipline
- At least 3 years of relevant Private Banking experience
- Experience supporting Relationship Managers and high-net-worth clients
- Good understanding of Private Banking products, KYC and client onboarding
- Completed CACS Papers 1 & 2
How to apply
Candidates who meet the above requirements are welcome to submit their updated CV for a confidential discussion.
Claire Ang R22109899 EA License: 22S1193 claire.ang@revup-consulting.com
Contact person
Listed by the employer in the job posting — for questions and your application.
- Claire Angclaire.ang@revup-consulting.com