Relationship Manager Assistant (Private Wealth Management)
at CMB International Capital Corporation Limited
Singapore, Southeast, Singapore -
Start Date | Expiry Date | Salary | Posted On | Experience | Skills | Telecommute | Sponsor Visa |
---|---|---|---|---|---|---|---|
Immediate | 20 Sep, 2024 | Not Specified | 21 Jun, 2024 | N/A | Interpersonal 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:
JOB REQUIREMENTS
- Minimum 2-3 years’ experience preferably in brokerage or wealth management industry
- Holder of CMFAS Representative license of M1A/M1B/M6
- Good interpersonal skills, detail-oriented and customer-oriented
- Good command of spoken and written English and Chinese Proficiency in Putonghua is preferred
- Independent and self-motivated ability to work effectively under pressure and be a team player
How To Apply:
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Responsibilities:
- Support Relationship Managers to provide excellent service to high net-worth clients so as to achieve client retention
- Understand client requirements and assist relationship managers in daily maintenance of account relationships
- Initiate account openings/closures/update instruction checklists and interface with client to ensure completion of documentation requirements·Handle and
- up clients’ enquiries, service requests and complaints in a timely and professional mannerEnsure timely
- up on client calls/queries Ensure compliance with all regulatory requirements
- Provide administrative support to the team
REQUIREMENT SUMMARY
Min:N/AMax:5.0 year(s)
Banking/Mortgage
Banking / Insurance
BFSI
Graduate
Proficient
1
Singapore, Singapore