Private Banker Assistant Private Banker Assistant …

Aeon Search Consulting
in Singapore, Singapore, Singapore
Permanent, Full time
Last application, 16 Sep 19
$3000.00 - 5000.00 per month
Aeon Search Consulting
in Singapore, Singapore, Singapore
Permanent, Full time
Last application, 16 Sep 19
$3000.00 - 5000.00 per month
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.

Responsibilities

  • 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
     

Requirements

  • 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 jene@aeon-search.com for a discussion.

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