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China Merchants Bank

Private Banking Assistant Relationship Manager (Contract)

China Merchants Bank
Full-Time · On-site

Job Requirements

On-site

Job description for Private Banking Assistant Relationship Manager (Contract) at China Merchants Bank

Company Overview:

China Merchants Bank Singapore branch provides comprehensive cross-border financial services for local Singapore and Chinese enterprises and high net worth individual customers. Main business covers Corporate Banking service, Financial Institution service, Treasury service and Private Banking services. Including deposit and settlement, cross-border financing loans, trade finance, merge & acquisition, syndicated loans, risk participation, import/export refinancing, spot/forward foreign exchange transactions and foreign exchange derivatives, bond financial adviser, all-round private banking services, etc.

Job Description:

  • Coordinate with Product Development teams, Operations and other functional counterparts on daily basis.
  • Conduct all required Know Your Customer (KYC), AML process, procedures and documentation.
  • Assist Relationship Manager in providing the periodic investment market updates, placement and execution of the OTC and listed investment trades covering FX, bonds, equities, funds and structured products.
  • Provide administrative and client support to Relationship Manager, include maintaining and updating client transaction records/ reports as well as client data.
  • Have an oversight on the dealing infrastructure / processes / systems for the investment products, and be responsible for all sales documentations, product agreements, and service level agreements.
  • Ensure superior customer service is delivered and contribute to the overall customer experience of the Bank.

Requirements:

  • Passed CACS 1 and/or 2 certifications with good understanding of economics, best market practices and investment products in the private banking / wealth management business.
  • Fluent in English and Mandarin to liaise with internal and external Chinese stakeholders
  • Willingness to work under a dynamic environment, multi-tasking skills to handle tight and short assignment and to meet project deadlines.

Additional Details:

  • 1 month completion bonus
  • Renewable Contract (subject to performance)
  • Medical Insurance
About the company
China Merchants Bank
China Merchants Bank

Glints Safety Tips

Legitimate employers won’t ask for contact Telegram or any kind of top-ups or payment. Do not provide your messaging app contacts, bank details, or credit card information.

Learn More

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China Merchants Bank

Private Banking Assistant Relationship Manager (Contract)

China Merchants Bank
Full-Time · On-site

Job Requirements

On-site

Job description for Private Banking Assistant Relationship Manager (Contract) at China Merchants Bank

Company Overview:

China Merchants Bank Singapore branch provides comprehensive cross-border financial services for local Singapore and Chinese enterprises and high net worth individual customers. Main business covers Corporate Banking service, Financial Institution service, Treasury service and Private Banking services. Including deposit and settlement, cross-border financing loans, trade finance, merge & acquisition, syndicated loans, risk participation, import/export refinancing, spot/forward foreign exchange transactions and foreign exchange derivatives, bond financial adviser, all-round private banking services, etc.

Job Description:

  • Coordinate with Product Development teams, Operations and other functional counterparts on daily basis.
  • Conduct all required Know Your Customer (KYC), AML process, procedures and documentation.
  • Assist Relationship Manager in providing the periodic investment market updates, placement and execution of the OTC and listed investment trades covering FX, bonds, equities, funds and structured products.
  • Provide administrative and client support to Relationship Manager, include maintaining and updating client transaction records/ reports as well as client data.
  • Have an oversight on the dealing infrastructure / processes / systems for the investment products, and be responsible for all sales documentations, product agreements, and service level agreements.
  • Ensure superior customer service is delivered and contribute to the overall customer experience of the Bank.

Requirements:

  • Passed CACS 1 and/or 2 certifications with good understanding of economics, best market practices and investment products in the private banking / wealth management business.
  • Fluent in English and Mandarin to liaise with internal and external Chinese stakeholders
  • Willingness to work under a dynamic environment, multi-tasking skills to handle tight and short assignment and to meet project deadlines.

Additional Details:

  • 1 month completion bonus
  • Renewable Contract (subject to performance)
  • Medical Insurance
About the company
China Merchants Bank
China Merchants Bank

Glints Safety Tips

Legitimate employers won’t ask for contact Telegram or any kind of top-ups or payment. Do not provide your messaging app contacts, bank details, or credit card information.

Learn More

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Private Banking Assistant Relationship Manager (Contract)

China Merchants Bank