Job Scope
- Support Relationship Managers (RMs) for Private Banking by managing client transactions and providing strong administrative and organizational assistance.
- Assist with client interactions, respond to queries, and resolve issues promptly.
- Accurately process banking and investment transactions, including trade entries, account onboarding, asset transfers, deposits, and loans.
- Prepare and collate client reports and documents, and follow up as needed.
- Handle ad hoc administrative tasks to maintain high service standards.
- Ensure compliance with regulations and internal policies, escalating issues when necessary.
Job Requirements
- Preferably min 1 year of relevant experience in client servicing, operations or sales support within financial institutions
- Meticulous, strong attention to details
- Excellent interpersonal, communication and client interfacing skills
- CACS Certification (Paper 1 & Paper 2) will be an advantage
Interested applicants please email your resume to
Ivy Tham Yi Ru (R
Recruit Express Pte Ltd (EA Number: 99C4599)