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Job Description

As the successful candidate, you will be responsible for:

  • Strong client support to UHNW/HNW clients in executing banking and investment transactions

  • Assisting in KYC checks and account openings during onboarding/review process

  • Regular reviewing of client portfolio for necessary updates

  • Ensuring that you are fully aware and updated of Private Banking compliance and regulations


  • Tertiary education with a strong academic track record

  • Minimum 3 years of relevant experience in a Private Banking/Wealth Management setup

  • Possess CACS Paper 1 and 2 required

  • Due to the complex product requirements of the clients, it will be highly advantageous if you have a strong knowledge of the PB product suite

  • The ability to communicate effectively with internal and external stakeholders