- Follow up on submission of clients' KYC/CDD documents, and assist RM in reviewing the completeness of information required for KYC/CDD review
- Advising customers in completing account opening document accurately, and assist RM in the account opening process
- Follow up on submission of periodic documents (eg KYC/CDD refresh, valuation reports etc) from clients or relevant parties, and assist RM to address queries on such documents
- Ensure documentation is complete and that all approvals, loan facility and security documents are in place at all times
- Handle loan drawdown, renewal, repayment, cancellation promptly and accurately, and ensure records of these loan activities are maintained in the loan system accordingly.
- Additional duties including ad hoc projects supporting Relationship Managers and team in sales and marketing
- Analytical and meticulous
- Committed individual and able to drive same goal as the team
- Strong verbal and written communication skills
- Ability to multitask and work under pressure
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Relationship Support Associate - Singapore - PERSOLKELLY SINGAPORE PTE. LTD.
Description
Roles & ResponsibilitiesKey Responsibilites :
Support Official Institutions (e.g. sovereign wealth funds, central banks), and digital asset (e.g. crypto exchanges, market makers) Relationship Managers (RM) in daily operations to enhance customer experience, including handling customer enquiries, rate fixing for loans and deposits, account opening as well as maintenance of customer records and files
Job Requirement :
Interested candidates may apply through the application system. Regret to inform that only shortlisted candidates will be notified.
PERSOLKELLY Singapore Pte Ltd
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Tell employers what skills you haveAbility to Multitask
Sales
Analytical Skills
Customer Experience
Valuation
Wealth
Loans
Marketing
Project Management
Deposits
Banking
Able To Work Independently