About the role
FinEx AI summary
This private banking role supports Relationship Managers in serving high-net-worth clients, building client relationships, and ensuring timely transaction processing. Responsibilities include handling client instructions, monitoring fund payments, and preparing loan disbursements. Candidates need a business/finance degree, at least three years' private banking experience, and SFC Types 1 and 4 licences.
Core skills
Private banking client servicingHigh-net-worth relationship managementSFC Type 1 and Type 4 regulated activitiesWealth management solutionsTransaction processingFund payment monitoring