Private Banking - Singapore - Search Ally Pte Ltd

Search Ally Pte Ltd

Verified Company

Singapore

2 days ago

Posted by:

Wei Jie

beBee Recruiter

Description

Search Ally Pte Ltd

Singapore

Posted 35 minutes ago Permanent $7000 - $8000 pm

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POSTED BY
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usten Ho

RecruiterFollow

JOB PURPOSE:

To provide administrative services to Private Banking clients and Team Leader (TL) / Relationship Manager (RM) in relation to client on boarding, investments and transactions by coordinating between the relevant support and operations functions.

PRINCIPAL ACCOUNTABILITIES:

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.
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ssist TL/RMs in executing investment transactions.

ssist TL/RMs in monitoring clients' position.

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.

KEY COMPETENCIES:

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 Mandarinspeaking stakeholders and documents.
Experience in liaising with Mandarinspeaking clients and stakeholders.

SEARCH ALLY PTE LTD | [EA License Number] 18C9289 | [Registration Number] R1551292

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