The posting
Responsibilities
- Assist RMs with daily portfolio requests, inquiries, and periodic reviews for High Net Worth and corporate clients.
- Manage KYC (Know Your Customer) checks, account opening documentation, and cross-divisional administration.
- Coordinate order and trade execution with internal product specialists and asset management teams.
- Liaise with regional teams in Hong Kong and Mainland China to facilitate offshore wealth strategies.
- Ensure adherence to local regulatory standards and risk disclosure protocols
Requirements
- 2 to 3 years of relevant background in private banking, wealth management operations, or client servicing.
- Professional fluency in Mandarin is heavily prioritized to communicate smoothly with Greater China clients and internal teams.
- Completion or progress toward CMFAS modules (such as M1B, M5, M6, M6A, M8, M8A) required for Singapore-based advisory support.
- Strong analytical capabilities, familiarity with KYC/compliance processes, and clear communication.
R1763437



