Private Bank ARM/CSO

RECRUIT AVENUE PTE. LTD.

Singapore, Singapore
Not specified
Private banking experience
Cacs certification required
Client relationship management
Recruit Avenue PTE. LTD. is seeking a Private Bank ARM/CSO in Singapore to assist Relationship Managers in managing client relationships, ensuring compliance, and conducting market research. The ideal candidate should possess a degree in Finance or Business, have 3-4 years of relevant experience, and hold CACS certifications

Job Summary

  • The role involves assisting Relationship Managers in developing client relationships and providing timely support on inquiries.
  • Candidates must prepare accurate client documentation ensuring full compliance with regulatory requirements and internal policies.
  • The position requires conducting market research to support investment recommendations and facilitating the onboarding process for new clients.

Matching Summary

Match Score: 85

Recruit Avenue PTE. LTD. is seeking a Private Bank ARM/CSO in Singapore to assist Relationship Managers in managing client relationships, ensuring compliance, and conducting market research. The ideal candidate should possess a degree in Finance or Business, have 3-4 years of relevant experience, and hold CACS certifications.

Skills & Requirements

Must-have

  • Private banking experience
  • CACS certification required
  • Client relationship management
  • Investment portfolio monitoring
  • Regulatory compliance documentation

Nice-to-have

  • Strong communication skills
  • Event coordination experience
  • Marketing strategy support
  • Independent work capability
  • Team collaboration skills

Key Requirements

  • Bachelor's degree in Finance or Business
  • 3-4 years of private banking experience
  • Must have CACS certifications
  • Proficient in Microsoft Office Suite
  • EA License Number provided

Work Rights

Not specified

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