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Responsibilities

As the successful candidate, you will be responsible for:

• Respond promptly and accurately to all instructions from UHNW/ HNW clients
• Assisting in KYC checks and account openings during onboarding process
• Performing accurate portfolio review and trading booking for clients
• Regular reviewing of client portfolio for necessary updates

Requirements

• Tertiary education with a strong academic track record
• Minimum 3 years of relevant experience in a Private Bank; will be advantageous if candidate has EAM experience
• Possesses the CACS 1 and 2 papers
• Ability to work under pressure as this is a fast-paced environment
• The ability to communicate effectively with internal and external stakeholders

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Please reach out for a confidential chat: privatebanking@eamesconsulting.com

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