Private Banking Assistant Relationship Manager

GREENLANE PRIVATE LTD.

Singapore, Singapore
Periodic kyc reviews for existing clients
Order execution and trade instruction handling
Document preparation for account opening activities
The role supports Relationship Managers in delivering high-quality client servicing within the Private Banking team

Job Summary

  • The role supports Relationship Managers in delivering high-quality client servicing within the Private Banking team.
  • Candidates will perform periodic KYC reviews and assist with new client onboarding checks to ensure regulatory compliance.
  • The position requires coordinating internal departments to handle transaction documents and post-account opening activities efficiently.

Matching Summary

Match Score: 85

The role supports Relationship Managers in delivering high-quality client servicing within the Private Banking team.

Skills & Requirements

Must-have

  • Periodic KYC reviews for existing clients
  • Order execution and trade instruction handling
  • Document preparation for account opening activities
  • Proficiency in English and Mandarin languages

Nice-to-have

  • Strong interpersonal communication skills
  • Ability to work across multiple departments
  • Organizational skills for efficient transactions

Key Requirements

  • Bachelor's Degree in Business, Banking & Finance
  • Minimum 2 years Premium Banking RM experience or 3 years ARM experience
  • BSC Grade A if applicable
  • CACS Paper 1 & 2 passed or in progress

Work Rights

Not specified

Tailored Resume

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