- Handle and liaise with support partners to resolve administrative and operational matters for TL/RMs. Handle clients' enquiries/needs and assist in servicing their requirement. Establish good rapport with clients and service their needs effectively and on a timely basis.
- Assist TL/RMs in executing investment transactions.
- Assist TL/RMs in monitoring clients' position.
- Handle new account opening, account maintenance, credit application. Ensure completeness of documents per the internal requirements.
- Handle any periodic reviews such as credit, KYC and Client Risk Questionnaire.
- Highlight suspicious activities/behavior of clients and staff e.g. account irregularities to Team Leader/Management/Compliance.
- Understand the Bank's KYC/AML/CDD framework.
- Experience in Client Servicing
- Knowledge in KYC/AML/CDD process
- Knowledge in investment products is preferred
- Good interpersonal skill and team player
- Good communication skills
- Organized and meticulous
- May deal with Mandarin-speaking stakeholders and documents.
- Experience in liaising with Mandarin-speaking clients and stakeholders.
-
Private Banking
Found in: Talent SG 2A C2 - 4 days ago
ALLEGIS GLOBAL SOLUTIONS (SINGAPORE) PTE. LTD. SingaporeRoles & Responsibilities · Our client is a leading private bank in the banking industry and they are looking for a Project Manager (Compliance - 12 months) to join them. · Key Responsibilities: · Be a part of the Client Lifecycle Management Team to drive remediation pre-migration ...
-
Private Banking
Found in: Talent SG 2A C2 - 5 days ago
ALLEGIS GLOBAL SOLUTIONS (SINGAPORE) PTE. LTD. SingaporeRoles & Responsibilities · Our client is a global private bank in the banking industry and currently they are looking for a Product Control (12-months). · Department/Job Overview: · This is a Singapore based role with responsibilities and oversight for Product Control Analytical ...
-
Private Bank
Found in: Talent SG 2A C2 - 4 days ago
ALLEGIS GLOBAL SOLUTIONS (SINGAPORE) PTE. LTD. SingaporeRoles & Responsibilities · Our Client is a leading private bank in the banking sector and they are looking for an Operations Analyst - Securities Services (6-months) to join them. · Responsibilities include: · To promote efficiency and independence in our front to back process fl ...
-
Private Banking
Found in: Talent SG 2A C2 - 4 days ago
ALLEGIS GLOBAL SOLUTIONS (SINGAPORE) PTE. LTD. SingaporeRoles & Responsibilities · Our client is a leading private bank in the banking industry and they are looking for 2 headcounts for Financial Accountant (Contract) to join them. · Job Overview: · APAC LMR is responsible for all liquidity reporting to internal and external partners, ...
-
Private Bank
Found in: One Red Cent Asia eFC C2 - 3 days ago
Citi Singapore Full timeAt Citi, we get to connect millions of people across hundreds of cities and countries every day. And we've been doing it for more than 200 years. We do this through our unparalleled global network. We provide a broad range of financial services and products to our clients - wheth ...
-
Private Bank
Found in: Talent SG C2 - 6 days ago
Citi Singapur, Singapore Full timeAt Citi , we get to connect millions of people across hundreds of cities and countries every day. And we've been doing it for more than 200 years. We do this through our unparalleled global network. We provide a broad range of financial services and products to our clients – whe ...
-
Citi Private Bank
Found in: Talent SG C2 - 6 days ago
07349 Cititrust (Singapore) Limited Singapur, Singapore Full timeAt Citi , we get to connect millions of people across hundreds of cities and countries every day. And we've been doing it for more than 200 years. We do this through our unparalleled global network. We provide a broad range of financial services and products to our clients – whe ...
-
Private Banking Credit Analyst
Found in: Talent SG 2A C2 - 4 days ago
BANK OF CHINA LIMITED SingaporeRoles & Responsibilities · Job Description: · Review and analysis of credit proposals from Private Banking Department. Credit facilities include Lombard Loan, Premium Financing, Real Estate Financing etc. Provide credit facility recommendation to authorized approver and propose r ...
-
Private Banking Relationship Manager
Found in: Talent SG 2A C2 - 1 day ago
UPPER SPRING CONSULTING PTE. LTD. SingaporeRoles & Responsibilities · We are representing our client, an established large chinese bank, to look for Private Banking Relationship Managers to complement the existing team in Singapore. · Responsibilities · Prospect new Private Banking clients and secure new relationships, an ...
-
Private Banking Operations Associate
Found in: Talent SG 2A C2 - 3 days ago
AZQORE SA SINGAPORE BRANCH SingaporeRoles & Responsibilities · Azqore is a leader in outsourced banking services. One of the entities under Credit Agricole Indosuez Wealth Management, provides integrated solutions and quality services to our clients. · Asia Operations provide operational capabilities to Azqore's cl ...
-
Coverage Specialist – Private Banks
Found in: Talent SG C2 - 3 days ago
0801 DWS Investments Singapore Limited Singapur, Singapore Full timeDescription · : Employer: DWS Group · Title: Coverage Specialist – Private Banks & Intermediaries · Location: Singapore · Job Code: · About DWS: · Today, markets face a whole new set of pressures – but also a whole lot of opportunity too. Opportunity to innovate different ...
-
Accounts Payable, Private Bank
Found in: Talent SG 2A C2 - 5 days ago
RANDSTAD PTE. LIMITED SingaporeRoles & Responsibilities · about the company · Our client is a well established Private Bank with a global footprint. · about the job · You are responsible for processing staff expense claims in a timely and independent manner · Addressing internal staff inquiries regarding Trave ...
-
KYC Officer, Private Banking
Found in: Talent SG 2A C2 - 4 days ago
TAISHIN INTERNATIONAL BANK CO., LTD. SINGAPORE BRANCH SingaporeRoles & Responsibilities · Job Responsibilities · To review the KYC report prepared by Front Office and carry out due diligence check and information searches per internal standards. · To advice Client Advisors in completing the KYC information. · To follow up closely with Front ...
-
Private Banking Operations Associate
Found in: Talent SG 2A C2 - 3 days ago
AZQORE SA SINGAPORE BRANCH SingaporeRoles & Responsibilities · Azqore is a leader in outsourced banking services. One of the entities under Credit Agricole Indosuez Wealth Management, Azqore provides integrated solutions and quality services to our clients. · Asia Operations provide operational capabilities to Azqo ...
-
AVP Relationship Manager, Private Banking
Found in: One Red Cent Asia eFC C2 - 2 days ago
PERSOLKELLY Singapore Pte Ltd Singapore Full timeResponsibilities: · Execute the overall success and growth of the assigned portfolio by deepening relationships with existing clients and through the acquisition of new customers. · Promote the cross-selling of banking products to our customers based on their banking needs, impro ...
-
Private Banking Client Services Officer
Found in: Talent SG 2A C2 - 4 days ago
RECRUIT AVENUE PTE. LTD. SingaporeRoles & ResponsibilitiesSalary: up to $8K · Industry: Private Banking · RESPONSIBILITIES: · Collaborate with support partners to address administrative and operational issues for Team Leads/Relationship Managers (TL/RMs), while also attending to clients' inquiries and needs to e ...
-
AVP Relationship Manager, Private Banking
Found in: Talent SG 2A C2 - 2 days ago
PERSOLKELLY SINGAPORE PTE. LTD. SingaporeRoles & Responsibilities · Responsibilities: · Execute the overall success and growth of the assigned portfolio by deepening relationships with existing clients and through the acquisition of new customers. · Promote the cross-selling of banking products to our customers based on ...
-
Client Documentation Officer, Private Bank
Found in: Talent SG 2A C2 - 4 days ago
RANDSTAD PTE. LIMITED SingaporeRoles & Responsibilities · about the company · Our client is a global Private Bank, with a strong presence across APAC, Europe and America. · about the job · Ensure accurate processing of opening, closure and data maintenance for the bank's clients, agents and counterparty · Ensu ...
-
Senior Client Advisor, Private Bank
Found in: Talent SG 2A C2 - 1 day ago
UNITED OVERSEAS BANK LIMITED SingaporeRoles & Responsibilities · UOB Private Bank is dedicated to managing the wealth of high-net-worth individuals with investment assets of $5 million and above. Keeping in mind our clients' financial objectives, we provide tailored products and solutions that draw on the Group's com ...
-
KYC Compliance Officer, Private Bank
Found in: Talent SG 2A C2 - 4 days ago
RANDSTAD PTE. LIMITED SingaporeRoles & Responsibilities · about the company · Our client is an established Private Bank with a global presence. · about the job · Work closely with Front Office on new client onboarding requests. · Act as the Subject Matter Expert when it comes to providing advisory on KYC CDD r ...
Private Banking - Singapore - eFinancialCareers
Description
RESPONSIBILITIES:
KEY COMPETENCIES: