Private Banking Assistant Relationship Manager

玉山金控 Singapore
Posted 2 weeks, 3 days ago

Job Description

Job Description: Support PB RMs to provide excellent service to high net-worth clients to achieve client retention, and be able to handle daily business-as-usual tasks. Understanding of all account opening, maintenance, closure, transfers, KYC and transaction monitoring requirements to support the PB RMs to ensure compliance. Liaise with clients on behalf of PB RMs to obtain relevant information in order for PB RMs to fulfil such requirements. Support the PB RMs to manage client meetings and tr…

Requirements

Employment Type

Permanent

Category

Accounting & Finance Jobs

About 玉山金控

Location: Singapore

Industry: Accounting & Finance Jobs

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