The role involves supporting Relationship Managers and Account Managers in servicing client relationships within the wealth management sector
Job Summary
The role involves supporting Relationship Managers and Account Managers in servicing client relationships within the wealth management sector.
Candidates must possess at least 5 years of experience in the financial services industry, preferably in priority or private banking.
The company offers comprehensive benefits including gender-neutral parental leaves, childcare assistance reimbursement, and sponsorship for industry certifications.
Matching Summary
The role involves supporting Relationship Managers and Account Managers in servicing client relationships within the wealth management sector.
Skills & Requirements
Must-have
5 years financial services experience
KYC and banking product knowledge
Wealth management or private banking background
Fluent English communication skills
Client relationship support experience
Nice-to-have
Investment products knowledge
Mutual fund scheme expertise
PMS and structured product experience
Flexible benefits culture
Continuous learning environment
Key Requirements
At least 5 years experience in investment/banking industry
Experience in wealth management or private banking