Editorial summary

The company is seeking a Bank Client Assistant Advisor (Private Bank) to support Client Advisors and Relationship Managers in delivering private banking services. The role involves assisting with client inquiries, processing banking and investment transactions, and coordinating with internal teams to ensure timely and accurate service delivery. Candidates should have strong attention to detail and excellent communication skills. The position offers a salary of 7,000.

This summary is AI-generated and may contain inaccuracies. Please refer to the full job description below.

Job description

[This job id 29255 first appeared in Job-Q.com on 02 Sep 2026]

• Support Client Advisors / Relationship Managers in servicing Private Banking clients; ensuring timely and accurate execution of client requests and transactions.

• Assist with day to day client servicing; attend to client queries and coordinate with relevant internal stakeholders to resolve enquiries and service issues promptly.

• Process banking and investment transactions accurately and within required timelines; including Post Executed Trades (PET), account opening and onboarding, static data maintenance, asset transfers, deposits and loan related transactions.

• Prepare and collate client documentation, account information, reports and other materials required by the Client Advisors / Relationship Managers.

• Follow up with clients on documentation, transaction instructions and outstanding matters where required.

• Coordinate closely with internal teams including Operations, Compliance and other support functions to facilitate smooth transaction processing and client servicing.

• Provide administrative and operational support to the team to ensure a high standard of client service.

• Ensure all activities comply with applicable regulatory requirements, internal policies and procedures; escalate exceptions or service issues to the relevant stakeholders where necessary.

• Assist in any other duties as assigned

Requirements

• Minimum local Diploma or Degree in any discipline

• Preferably at least 1 year of relevant experience in Private Banking, Wealth Management, Banking Operations, Client Servicing or Sales Support within a financial institution.

• Candidates with experience supporting Relationship Managers, Client Advisors or high net worth clients will have an advantage.

• Good understanding of banking products, investment transactions and account servicing processes would be advantageous

• Meticulous and organised with strong attention to detail; able to handle transaction processing accurately in a fast paced environment.

• Strong interpersonal and communication skills; comfortable interacting with clients and internal stakeholders.

Interested candidates, please email your resume to

Anna See Sing Yee

CEI Reg R25157535

Recruit Express Pte Ltd

EA License No: 99C4599

We regret that only shortlisted candidates will be contacted

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