Assistant Relationship Manager (Private Banking)

Responsibilities:

Complete existing customers' KYC reviews on time and assist relationship manager on preliminary check up on new on-boarding clients' KYC when necessary.
Assisting relationship managers in order executions via phone calls.
Maintain, organize and handover transaction documents to respective departments in time.
Prepare post-account opening services such as preparing welcome packages, AI Opt-in Letter preparation and send to client in time.
Prepare and verify necessary documents according to MAS'requirements.
Liaise with other department for smooth transactions andoperations.
Any other tasks or duties assigned by Head of Department orCompany from time to time.

Job Requirements:

Recognized bachelor degree or above, preferably inBusiness/Banking and Finance or related discipline.
Minimum 2 years of Premium banking RM experience or minimum3 years of Premium banking ARM experience.
Fluent English & Mandarin to liaise with all stakeholders
Passed or prepared for CACS Paper 1 & 2
Good interpersonal and communication skills to handle stakeholders across multiple departments

See also