ARM – Private Banking Specialist
3 weeks ago
Key Responsibilities:
- To assist Relationship Managers in customer onboarding, product introduction, credit approval, due diligence, and agreement preparation.
- To cover client inquiries, monitor clients' account transactions, and provide exceptional customer service.
- To cover a range of banking and investment transactions, including equities, fixed income, FX, OTC derivative products, mutual funds, and alternative investments.
- To serve as customers' key contact person, monitoring customer instructions, fund payments, and loans disbursement instructions.
Requirements:
- Degree holder or above in any discipline.
- 8+ years of relevant working experience in Private Banking.
- Strong knowledge of private banking products and services, operational procedures, and systems.
- Excellent communication and interpersonal skills.
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