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Open nowFirst seen 15 hours ago

Assistant Private Banker, Greater China market, Private Bank

Perennial77 open roles

Where
Singapore
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Your applicationOpen nowAssistant Private Banker, Greater China market, Private BankPerennial · Singapore

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The clock on this job

Early applications get read.

11.4% of postings close within 7 days. Measured by our own scanner across the market.

Share of postings closed within
  1. 2.0%1 day
  2. 4.2%3 days
  3. 11.4%7 days
  4. 17.5%14 days
  5. 34.2%30 days
  6. 43.5%60 days
This job: first seen 15 hours ago

The posting

Our client, an European private bank with a rich history of delivering excellent service to high-net-worth individuals and families, is looking for a client-focused Assistant Relationship Manager. This role will support their Greater China team in enhancing and managing client relationships.

Job Description

As an Assistant Relationship Manager, you will:

  • Provide proactive assistance to Private Bankers in overseeing client portfolios, ensuring a seamless and high-quality client experience.
  • Assist with the preparation and processing of account opening documentation, KYC (Know Your Client) compliance, and ongoing due diligence.
  • Support the development of investment proposals, portfolio assessments, and customized financial solutions tailored to client needs.
  • Collaborate with internal teams to ensure the smooth execution of credit approvals and investment transactions.
  • Continuously monitor client portfolios and identify opportunities to refine and enhance financial strategies.
  • Maintain adherence to regulatory requirements and internal policies to uphold high operational standards.
  • Act as the primary contact for client inquiries, delivering timely and effective support.

Job Requirements

The ideal candidate should have:

  • At least five years of experience in private banking, with strong exposure to the Greater China market.
  • A bachelor's degree in finance, economics, business administration, or a related discipline, along with CACS Paper 1 and 2 certification.
  • A comprehensive understanding of financial products, investment solutions, and regulatory frameworks.
  • Fluency in English and Mandarin to effectively communicate with Greater China clients.
  • Excellent organizational, interpersonal, and analytical skills, with the ability to perform under pressure in a dynamic environment.

If you are passionate about private banking and eager to contribute to a high-performing team, we encourage you to apply for this exciting opportunity. Join us in delivering first-class service to our esteemed clients in the Greater China region.

Apply now or contact us to find out more! 

EA No 23S1936 Reg No: R23118623

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