Assistant Relationship Manager, Private Banking

Responsibilities:

• Complete existing customers KYC reviews on time and assist relationship manager on preliminary check up on new on-boarding clients KYC when necessary.
• Assisting relationship managers in order executions via phone calls.
• Maintain, organize and handover transaction documents to respective departments in time.
• Prepare post-account opening services such as preparing welcome packages, AI Opt-in Letter preparation and send to client in time.
• Prepare and verify necessary documents according to MAS requirements.
• Liaise with other department for smooth transactions and operations.
• Any other tasks or duties assigned by Head of Department or Company from time to time.

Requirement:

• Recognized Bachelor Degree or above, preferably in Business/ Banking and Finance or related discipline.
• Minimum 2 years of Premium Banking Relationship Manager experience or minimum 3 years of Premium banking Assistant Relationship Manager experience
• BSC Grade A (if applicable)
• Passed or prepared for CACS Paper 1 & 2
• Good interpersonal and communication skills to handle stakeholders across multiple departments