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The Private Banking Relationship Support Associate at the company is responsible for assisting Client Advisors and Relationship Managers in delivering high-quality service to private banking clients. The role involves handling client inquiries, coordinating with internal teams, and processing banking and investment transactions accurately and efficiently. The position offers a salary of 7,000 and requires strong attention to detail and excellent communication skills to ensure timely client support and transaction execution.
This summary is AI-generated and may contain inaccuracies. Please refer to the full job description below.
[This job id 29849 first appeared in Job-Q.com on 04 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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Job posting URL: https://singapore.job-q.com/jobs/detail/private-banking-relationship-support-associate-esy-29849
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