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Private Banking Assistant Relationship Manager at 玉山金控

Position Private Banking Assistant Relationship Manager
Posted 15 Jul 2026
Expired 14 Aug 2026
Company 玉山金控
Location Singapore | SG
Job Type Full Time

Job Description:

Latest job information from 玉山金控 for the position of Private Banking Assistant Relationship Manager. If the Private Banking Assistant Relationship Manager vacancy in Singapore matches your qualifications, please submit your latest application or CV directly through the updated Jobkos job portal.

Please note that applying for a job may not always be easy, as new candidates must meet certain qualifications and requirements set by the company. We hope the career opportunity at 玉山金控 for the position of Private Banking Assistant Relationship Manager below matches your qualifications.

Job Description:

  1. Support PB RMs to provide excellent service to high net-worth clients to achieve client retention, and be able to handle daily business-as-usual tasks.
  2. Understanding of all account opening, maintenance, closure, transfers, KYC and transaction monitoring requirements to support the PB RMs to ensure compliance. Liaise with clients on behalf of PB RMs to obtain relevant information in order for PB RMs to fulfil such requirements.
  3. Support the PB RMs to manage client meetings and travel arrangements.
  4. Understand client requirements and assist PB RMs in daily maintenance of account relationships.
  5. Act as the client key interface over initiation of clients' instructions, monitor funds for payment, receiving client’s instructions and signed forms.
  6. Support client’s requests and follow through client’s instructions to ensure timely execution of instructions.
  7. Ability to understand issues and appropriately escalate to Business Management team in a timely fashion.
  8. Develop good understanding of the governing regulatory framework, including but not limited to applicable confidentiality/secrecy/data protection regulations and cross border rules where relevant.
  9. As a team player to back up other PB ARMs who are on leave to ensure PB provides best of class services.

Requirements:

  • Minimum of 3-5 years of relevant experience
  • Degree in any discipline
  • Registered license representative under the CACS certification
  • Sales support experiences in private banking industry
  • Ability to collate KYC information and SOW corroboration
  • Good team player and ability to work closely with different departments of the bank

Job Info:

  • Company: 玉山金控
  • Position: Private Banking Assistant Relationship Manager
  • Work Location: Singapore
  • Country: SG

How to Submit an Application:

After reading and understanding the criteria and minimum qualification requirements explained in the job information Private Banking Assistant Relationship Manager at the office Singapore above, immediately complete the job application files such as a job application letter, CV, photocopy of diploma, transcript, and other supplements as explained above. Submit via the Next Page link below.

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