Our client is a well-established international private banking and wealth management institution with a strong presence across key global financial centres. Renowned for delivering bespoke investment advisory, lending, and wealth preservation solutions to affluent and ultra-high-net-worth clients, the organization offers a highly collaborative environment, robust product platform, and long-term commitment to talent development. With a diverse client base across Asia and international wealth corridors, the bank continues to strengthen its position within the NRI wealth segment through relationship-led advisory and best-in-class client servicing.
Description
- Provide comprehensive support to Relationship Managers servicing HNW and UHNW clients within the NRI segment.
- Act as an important contact point for client servicing requests, transaction support, and account-related matters.
- Coordinate client onboarding activities, due diligence reviews, account documentation, and ongoing profile maintenance.
- Prepare investment review materials, portfolio reports, presentation decks, and meeting documentation.
- Facilitate execution of investment, treasury, and banking transactions while liaising with internal product and operations teams.
- Monitor service delivery standards, follow up on outstanding client requests, and ensure timely resolution of issues.
- Maintain adherence to regulatory requirements, control procedures, risk policies, and compliance standards.
Profile
- At least 2+ years of experience within Private Banking, Wealth Management, Priority Banking, Affluent Banking, or a similar client-facing banking environment.
- Exposure to supporting high-net-worth or internationally based clients.
- Understanding of investment products including funds, bonds, equities, foreign exchange, deposits, and structured solutions.
- Familiarity with client onboarding, account administration, KYC reviews, and wealth management processes.
- Strong organizational skills with the ability to manage multiple priorities in a dynamic environment.
- Detail-oriented, client-centric, and able to work effectively with internal stakeholders across different functions.
- Proficiency in Microsoft Office applications, particularly Excel and PowerPoint.
Job Offer
This opportunity offers excellent exposure to a sophisticated HNW and UHNW client base within a respected international private banking platform. The successful candidate will benefit from structured training, mentorship from experienced Relationship Managers, broad exposure to wealth management products and advisory services, and a clear pathway towards Relationship Management and broader private banking career opportunities. Employees will enjoy a collaborative culture, ongoing professional development.
Michael Page International Pte Ltd (Company No. 199804751N) is acting as an Employment Agency in relation to this vacancy. To apply online please click the 'Apply' button. For a confidential discussion about this role please contact Yee Wee Khoo (Lic No: R23118233/ EA No.: 18S9099) on +6564169821.
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