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Private Banker Assistant (South Asia)

Aeon Search Consulting
Singapour
Mise en ligne il y a 3 jours Au bureau CDI S$60,000 - S$90,000
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Recruiter
Growing Private Bank is looking for a Private Banker Assistant to support its Senior Banker NRI market.

Responsibilities

  • Execute client instructions on behalf of the Senior Banker accurately,and resolve issues promptly
  • Be the initial point of contact for inbound client calls, building client relationships
  • Provide sales and marketing support to Banker in meeting client service , performance targets and meetings preparation
  • Identify new or improved sales and marketing opportunities through researching client, segment and / or industry information
  • Working closely with the Banker to process transactions within cut-off times
  • Ensure account opening documentation is prepared and completed correctly, verified and submitted for approval to appropriate booking centres
  • Liaise with Operations to ensure clients instructions are carried out promptly

Requirements

  • Relevant experience in Private Banking or Wealth Management
  • Obtained both CACS 1 and 2 certificates 
  • Sound knowledge of banking products and the operational and execution aspects of these products.
  • Products and services include foreign exchange, bonds, equities, derivatives, fund management products and financial structures
  • Good risk awareness mindset to ensure controls (AML,KYC etc) are preformed to procedures

Interested applicants, pls email a copy of resume to jene@aeon-search.com for a discussion.

Référence  JH/0905/2022
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