Private Banking ARM
Core
Assist Relationship Managers with KYC reviews, order executions, document management, and post-account opening services for private banking clients.
Role type
Private Banking Assistant Relationship Manager
Builds
Transaction documents, welcome packages, and regulatory compliance reports for private banking clients.
Domain
Banking / Private Banking
Deliverable
client delivery
Required skills
KYC compliance, order execution, document management, stakeholder liaison, regulatory verification
Preferred skills
CACS certification, Mandarin fluency
Technologies
MAS regulatory frameworks
Responsibilities
Complete existing customers' KYC reviews on time, Assist Relationship Managers in order executions via phone calls, Prepare and verify necessary documents according to MAS requirements, Liaise with other departments for smooth transactions and operations
Seniority
Junior, 1-2 years experience