Responsibilities
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
Requirements
Tertiary education with a strong academic track record
Minimum 5-8 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
