Junior Client Advisor Assistant #ESY
Job Responsibilities but not limited to following for tis role
• Support Relationship Managers in servicing Private Banking clients.
• Attend to client enquiries promptly and professionally.
• Process banking and investment transactions accurately, including:
o Post Executed Trades (PET)
o Account opening
o Static maintenance
o Asset transfers
o Deposits
o Loan processing
• Prepare reports and client documentation.
• Follow up with clients where required.
• Provide day to day administrative support.
• Ensure compliance with regulatory requirements and internal policies.
• Escalate service issues where appropriate.
Requirements
• Degree, Polytechnic diploma or equivalent recognised qualification.
• Minimum 1 year of relevant banking experience preferred in client servicing, operations or sales support experience within Banking or Financial Institutions preferred
• Able to interact confidently with High Net Worth clients.
• CACS Paper 1 & Paper 2 will be an added advantage.
Interested candidates, please email your resume to [email protected]
Anna See Sing Yee
CEI Reg R25157535
Recruit Express Pte Ltd
EA License No: 99C4599
We regret that only shortlisted candidates will be contacted