Private Banker Assistant (Contract) Private Banker Assistant (Contract) …

Kimberley Consulting Pte Ltd
in Singapore
Contract, Full time
Last application, 26 Nov 20
$3000.00 - $4500.00 per month
Kimberley Consulting Pte Ltd
in Singapore
Contract, Full time
Last application, 26 Nov 20
$3000.00 - $4500.00 per month
To be successful in this role, you need to have a min 2 years of PB assistant / relationship management experience. Possess relevant CMFAS and/or CACS certification. Good knowledge of banking practices and investment products.

Responsibilities

  • Support Relationship Managers in the day to day management of the client relationship
  • Provide administrative support to Relationship Managers, such as account opening, prepare documentation,update & maintain client's records.
  • Process credit approvals,investment and deposit transactions
  • Execute client's instructions on behalf and inform the Relationship Managers and clients 
  • Ensure PB transactions comply with the Bank's policies & legal regulations
  • Conduct required KYC,AML process , procedures and documentation

This is a 1 year contract role. Applicants must be able to commit.

Pls email a copy of resume to apply@kimberleyconsulting.com for a discussion. 

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