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Client Advisor Assistant, EAM Desk, Private Bank Job Opening In Singapore, Singapore – Now Hiring Perennial HR


Job description

Client Advisor Assistant, EAM Desk, Private Bank
Job Description
AVP, Client Advisor Assistant, EAM Desk, Global Private Bank
Our client, a leading global private bank with a strong legacy in wealth management, is looking for a dynamic and driven Client Advisor Assistant.

This role will support the External Asset Management (EAM) Desk in providing exceptional service to External Asset Managers (EAMs) and Single-Family Offices (SFOs).


Job Description
Responsibilities
Provide proactive support to Client Advisors in managing client portfolios, ensuring superior client service and satisfaction.


Prepare and handle account opening documentation, KYC (Know Your Client) compliance, and ongoing client due diligence.


Assist in investment proposals, portfolio reviews, and preparation of tailored solutions to meet client needs.


Coordinate with internal departments to ensure efficient execution of client instructions, including transactions and reporting.


Monitor client portfolios and proactively identify opportunities to enhance their financial strategies.


Ensure adherence to regulatory requirements and internal policies to maintain a high standard of operational excellence.


Job Requirements
The ideal candidate will possess: A Bachelors degree in Finance, Economics, Business Administration, or a related field.


A Minimum of four years of relevant experience in private banking.


Strong understanding of financial products, investment solutions, and regulatory frameworks.


Excellent organizational, interpersonal, and analytical skills, with a client-focused mindset and attention to detail.


If you are passionate about private banking and eager to contribute to a high-performing team, we invite you to apply for this exciting opportunity.


Please submit your CV in word format via APPLY NOW.


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Required Skill Profession

Other General


  • Job Details

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Unlock Your Client Advisor Potential: Insight & Career Growth Guide


Real-time Client Advisor Jobs Trends (Graphical Representation)

Explore profound insights with Expertini's real-time, in-depth analysis, showcased through the graph here. Uncover the dynamic job market trends for Client Advisor in Singapore, Singapore, highlighting market share and opportunities for professionals in Client Advisor roles.

2160 Jobs in Singapore
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Are You Looking for Client Advisor Assistant, EAM Desk, Private Bank Job?

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The Work Culture

An organization's rules and standards set how people should be treated in the office and how different situations should be handled. The work culture at Perennial HR adheres to the cultural norms as outlined by Expertini.

The fundamental ethical values are:

1. Independence

2. Loyalty

3. Impartiapty

4. Integrity

5. Accountabipty

6. Respect for human rights

7. Obeying Singapore laws and regulations

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Key qualifications for Client Advisor Assistant, EAM Desk, Private Bank typically include Other General and a list of qualifications and expertise as mentioned in the job specification. The generic skills are mostly outlined by the . Be sure to check the specific job listing for detailed requirements and qualifications.

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Interview Tips for Client Advisor Assistant, EAM Desk, Private Bank Job Success

Perennial HR interview tips for Client Advisor Assistant, EAM Desk, Private Bank

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