Private Banking Operations Specialist
6 hours ago
We are seeking an experienced Private Banking Operations Specialist to join our team at TalentQuest HR Limited.
Key Responsibilities- To assist Relationship Managers in customer onboarding, product introduction, credit approval, due diligence, and agreement preparation.
- To cover client enquiries, monitor clients' account transactions, and provide timely support.
- To facilitate a range of banking and investment transactions, including equities, fixed income, FX, OTC derivative products, mutual funds, and alternative investments.
- Serve as customers' key contact person, ensuring seamless execution of instructions, fund payments, and loans disbursements.
- Degree holder or above in any discipline with a strong academic background.
- A minimum of 8 years of relevant working experience in Private Banking.
- In-depth knowledge of private banking products and services, operational procedures, and systems.
- Excellent communication and interpersonal skills with the ability to build strong relationships.
The estimated annual salary for this position is $120,000 - $180,000, depending on qualifications and location. A comprehensive benefits package will be provided, including health insurance, retirement plan, and paid time off.
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Private Banking Specialist
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