Recruit Avenue
1 week ago
Private Banking Specialist - Recruit Avenue
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Company information
- Company
- Recruit Avenue
- Location
- Singapore Singapore
- Posted
- 1 week ago
Job description
Role: Private Banking Assistant Relationship Manager / Client Service Officer Key Responsibilities:
- Assist Relationship Managers in managing and developing client relationships by providing timely and accurate support on client requests and inquiries.
- Prepare and maintain client documentation, ensuring compliance with regulatory requirements and internal policies.
- Conduct market research and prepare reports to support investment recommendations and client presentations.
- Facilitate the onboarding process for new clients, ensuring all necessary documentation is completed accurately and efficiently.
- Monitor client portfolios and provide regular updates on performance, market trends, and potential investment opportunities.
- Coordinate with internal departments, including compliance, operations, and credit, to ensure seamless service delivery.
- Support the organization and execution of client events and meetings to enhance client engagement and relationship building.
- Assist in the development and implementation of marketing strategies to attract new clients and retain existing ones.
- Bachelor's degree in Finance, Business, or a related field.
- Min 2 years of ARM experience in private banking or priority banking
- Must have CACS certifications.
- Strong knowledge of financial products and services.
- Excellent communication and interpersonal skills, with the ability to build rapport with clients and colleagues.
- Detail-oriented with strong organizational and time-management skills.
- Proficient in Microsoft Office Suite (Excel, PowerPoint, Word) and experience with banking software systems.
- Ability to work independently and collaboratively within a team environment.
Required skills
- interpersonal skills
- microsoft office suite
- compliance
- communication skills
- finance
- financial services
- relationship management
- word
- excel
- market research
- client onboarding
- powerpoint
- business
- client relationships
- organization skills
- regulatory requirements
- financial products
- banking software
- time management skills
- private banking
- investment recommendations
- client portfolios
- client service officer
- assistant relationship manager
- cacs certifications
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