Assistant Relationship Manager (CACS/ Private Banking) PW83
at Trust Recruit Pte Ltd
Singapore, Southeast, Singapore -
Start Date | Expiry Date | Salary | Posted On | Experience | Skills | Telecommute | Sponsor Visa |
---|---|---|---|---|---|---|---|
Immediate | 14 Nov, 2024 | USD 8500 Monthly | 15 Aug, 2024 | N/A | Communication Skills | No | No |
Required Visa Status:
Citizen | GC |
US Citizen | Student Visa |
H1B | CPT |
OPT | H4 Spouse of H1B |
GC Green Card |
Employment Type:
Full Time | Part Time |
Permanent | Independent - 1099 |
Contract – W2 | C2H Independent |
C2H W2 | Contract – Corp 2 Corp |
Contract to Hire – Corp 2 Corp |
Description:
HIGHLIGHTS
- CACS 1 & 2 (Essential)
- Account Opening
- Investment & analysis
- Converse in Mandarin to liaise with clients & internal stakeholders (Greater China & Taiwan)
REQUIREMENTS
- Must have previous experience in the Greater China market.
- A tertiary degree with a strong academic record.
- At least 5-8 years of relevant experience within a Private Banking or Wealth Management environment.
- Certification in CACS Papers 1 and 2 is required.
- A strong understanding of the Private Banking product suite will be highly beneficial, given the complex needs of our clients.Excellent communication skills to effectively interact with both internal and external stakeholders.
Responsibilities:
- Providing robust client support to Ultra-High-Net-Worth (UHNW) and High-Net-Worth (HNW) clients, ensuring seamless execution of their banking and investment transactions.
- Assisting with Know Your Customer (KYC) checks and facilitating account openings during the onboarding and review processes.
- Conducting regular reviews of client portfolios to ensure timely updates and necessary adjustments.Staying well-informed and up-to-date on compliance and regulatory matters within the Private Banking sector.
REQUIREMENT SUMMARY
Min:N/AMax:5.0 year(s)
Banking/Mortgage
Banking / Insurance
BFSI
Diploma
Proficient
1
Singapore, Singapore