Assistant Relationship Manager (Private Bank)
at Bearing Search Pte Ltd
Singapore, Southeast, Singapore -
Start Date | Expiry Date | Salary | Posted On | Experience | Skills | Telecommute | Sponsor Visa |
---|---|---|---|---|---|---|---|
Immediate | 22 Aug, 2024 | USD 6800 Monthly | 23 May, 2024 | 5 year(s) or above | Good 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:
QUALIFICATIONS
- Degree in any discipline
- At least 5 years of experience working in a similar role/ capacity in the banking industry
- CACS papers 1 & 2 certified
Responsibilities:
- Handle and liaise with support partners to resolve administrative and operational matters for the team
- Handle clients’ enquiries/ needs and assist in servincing their requirements
- Establish good rapport with clients
- Assist the team in executing investment transactions
- Assist the team in monitoring clients’ investments positions
- Handle new account opening, account maintainance, credit application, etc.
- Handle any periodic reviews i.e. credit, KYC and Client Risk Questionnaire
- Highlight suspicious activitities/ behaviour of clients and staff (e.g. account irregularities) to the team and respective departmants responsible for it
- Attend all Compliance and mandatory training required by the local regulators
- Understanding the bank’s KYC/AML/CDD framework
- Input of deals into the bank’s proprietary system or raise appropriate deal tickets
REQUIREMENT SUMMARY
Min:5.0Max:10.0 year(s)
Financial Services
Accounts / Finance / Tax / CS / Audit
Finance
Graduate
Proficient
1
Singapore, Singapore