Assistant Relationship Manager - Singapore - Tangspac

Tangspac
Tangspac
Verified Company
Singapore

1 week ago

Wei Jie

Posted by:

Wei Jie

beBee Recruiter


Description

Job Scope:


  • Provide input to Head of Greater China Market regarding new target market, new products, activities and practices of the competition and general market conditions.
  • Ensure any special reporting requested by market head/RMs is accurate and provided in a timely manner.
  • Ensure all documentation is accurately maintained and updated in a timely manner.
  • Maintain high level of service quality.
  • Execute instructions accurately, in a timely manner and in adherence to processes and procedure.
  • 50:50 split in terms of responsibilities between backoffice work (KYC, CRM, account opening, documentation, fund subscriptions) and front office work (trade execution/client communication)
  • Ensure KYC documentation for client base is current and reflected in company's CRM system
  • Liaise with clients and custodians for account openings and ongoing KYC
  • Prepare client account opening and fund subscription documentation independently
  • Independently handle cash management on client accounts
  • Assist RMs with administrative tasks (travel, client gifts etc.)
  • Place trade orders as needed

Requirements:


  • Excellent communication skills and professionalism
  • Impeccable English and Chinese (written and spoken) to support the appropriate clients in market.
  • Minimum of five to seven years of relevant ARM experience in a private bank, covering both account opening and trade execution
  • CACS 1 & 2 and RNF licenses
  • Knowledge of common private banking products and asset classes
  • Quick thinking, detailoriented and selfmotivated personality

More jobs from Tangspac