Responsibilities:

• Support Private Banker(s) to provide excellent service to high net-worth clients
• Understand client requirements and assist Private Bankers in daily maintenance of account relationships
• To assist with documentation, handling of account opening requests, account closures and other account servicing related requests, assist to verify transaction requiring authorization and processing
• To ensure that all client requests are dealt with in a timely and consistent manner while adhering to regulatory, compliance and internal security audit requirements
• Keep attuned to the current economic and financial markets so as to be current and proficient in attending to clients’ queries

Requirements:

• Degree with 3-5 years’ experience in supporting private bankers or relationship manager
• Passed Client Advisor Competency Standard Paper 1 and Paper 2
• MAS Registered/Appointed Representative
• Preferably with CMFAS Modules 1B, 5, 6A, 8A certification
• Meticulous and eye to details
• Confident and strong interpersonal skill
• Good organisational skill

We regret that only shortlisted candidates will be notified.

GMP Technologies (S) Pte Ltd   |   EA Licence: 11C3793   |   Sarah Kuan |   Registration No: R1105359