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- ...s and support relationship deepening initiatives Handle client inquiries with professionalism and efficiency Stay updated on private banking products, market trends, and regulatory requirements Requirements: Bachelor's degree in Finance, Business, or relat...
- The Company My client, a growing Private Equity, is seeking a Company Secretary Officer to join their dynamic team. This role directly reports to the Head of Compliance & Operations, with all-rounded exposures to company secretary, compliance and operations. ...
- The Job: Handle client onboarding and new account opening; Perform periodic review/ trigger event; Ensure the quality of KYC documentation complies with internal policies and regulatory requirements; Coordinate with the Front Office to prioritize account re...
- ...ed disciplines; Minimum 4 years of relevant experience as Client Services Officer / Assistant Relationship Manager in Priority /Private Banking or Securities Brokerage with experience in Account opening and trade execution Ability to handle multiple tasks indepen...
- ...ith the opportunity to take your career to the next level. Our Private Bank is a global wealth management leader that delivers the hi... ...onable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability n...