Private Banking Relationship Support Associate ESY

. Support Client Advisors / Relationship Managers in servicing Private Banking clients ensuring timely and accurate execution of client requests and transactions.

. Assist with day to day client servicing attend to client queries and coordinate with relevant internal stakeholders to resolve enquiries and service issues promptly.

. Process banking and investment transactions accurately and within required timelines including Post Executed Trades (PET), account opening and onboarding, static data maintenance, asset transfers, deposits and loan related transactions.

. Prepare and collate client documentation, account information, reports and other materials required by the Client Advisors / Relationship Managers.

. Follow up with clients on documentation, transaction instructions and outstanding matters where required.

. Coordinate closely with internal teams including Operations, Compliance and other support functions to facilitate smooth transaction processing and client servicing.

. Provide administrative and operational support to the team to ensure a high standard of client service.

. Ensure all activities comply with applicable regulatory requirements, internal policies and procedures escalate exceptions or service issues to the relevant stakeholders where necessary.

. Assist in any other duties as assigned

Requirements

. Minimum local Diploma or Degree in any discipline

. Preferably at least 1 year of relevant experience in Private Banking, Wealth Management, Banking Operations, Client Servicing or Sales Support within a financial institution.

. Candidates with experience supporting Relationship Managers, Client Advisors or high net worth clients will have an advantage.

. Good understanding of banking products, investment transactions and account servicing processes would be advantageous

. Meticulous and organised with strong attention to detail able to handle transaction processing accurately in a fast paced environment.

. Strong interpersonal and communication skills comfortable interacting with clients and internal stakeholders.

Interested candidates, please email your resume to [Confidential Information]

Anna See Sing Yee

CEI Reg R25157535

Recruit Express Pte Ltd

EA License No: 99C4599

We regret that only shortlisted candidates will be contacted