An International Asian Bank is looking for a Private Banker Assistant to Private Bankers with min 1 year of experience with knowledge in financial products and familiarity of handling private banking documents.
- Assist Private Bankers take care of High net worth clients’ daily transactions and investments instructions
- Involved in KYC and onboarding new clients, due diligence check and financial background research
- Research and prepare market updates and investment profile materials
- Provide administrative support to Private Banker on client’s accounts/ updates etc
- Familiar with investment products such as FX,Options, Bonds,Shares,Loans,Funds, Strucutred Products, insurance products etc
- Experience in working and supporting Private Bankers and Clients
- CACS certification is an advantage
- Excellent communication and interpersonal skills
- Demostrates a knowledge of risk awareness and controls
Interested applicants, pls email a copy of resume to email@example.com for a discussion.