Working knowledge of investment products and lending/leverage solutions
A well-established private bank in Singapore is looking to bring on an experienced client-servicing professional to provide coverage support to their Private Bankers.
This is a broad, hands-on position. You'll be the operational backbone for the Private Bankers - handling everything from trade order placement and margin monitoring to payment processing, credit coordination, and onboarding new clients.
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Ensure best practice on wealth sales is being referred to peers and others
Ensure compliance with products and sales policies, procedures and guidelines set by the Bank and the relevant authorities are adhered and complied to at all times
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Ensure best practice on wealth sales is being referred to peers and others
Ensure compliance with products and sales policies, procedures and guidelines set by the Bank and the relevant authorities are adhered and complied to at all times
...