about the company
An established international private banking institution with a strong global presence, committed to delivering comprehensive wealth management solutions to its diverse client base.
about the job
- Assist Relationship Managers with client account servicing, documentation verification, and trade order executions
- Assist on client account opening and account maintenance documentation
- Liaise with Relationship Managers and operations team to ensure instructions are carried out
- Track daily portfolio events, corporate actions, and coordinate workflow requirements with back-office operations
- Ensure strict adherence to internal compliance controls, documentation procedures, and risk mitigation policies
skills and experience required
- Prior experience within private banking, wealth management, or client support roles within financial services
- Sound knowledge of banking operations, credit processing, and client onboarding protocols
- Strong organizational capability to manage time-sensitive daily reports and settlement coordination
- High attention to detail with a strong commitment to regulatory compliance and risk management
To apply online please use the apply function.
Charlene Lin (EA: 94C3609/ R21100955)
