The Administrative Assistant provides high-level administrative and operational support to Private Banking teams. This role is essential in ensuring smooth day-to-day operations, maintaining exceptional client service standards, and supporting relationship managers in delivering a premium banking experience to high-net-worth clients. The ideal candidate is highly organized, discreet, detail-oriented, and comfortable working in a fast-paced, client-focused environment.
KEY RESPONSIBILITIESIn the course of carrying out the above responsibilities, the individual would be expected to be able to independently: -Provide comprehensive administrative support to Market Heads and the wider Private Banking teamManage calendars, schedule meetings, coordinate travel, and prepare meeting materialsServe as a key point of contact for internal teams and, where appropriate, clientsPrepare correspondence, presentations, reports, and client communicationsMaintain accurate records, files, and client data in internal systemsHandle confidential information with the highest level of discretionAssist with ad hoc projects and process improvements as requiredWork with marketing and communications team on marketing campaigns for clients including managing gifts and entertainment budgetsAssume any other tasks as assigned
REQUIREMENTSTo be effective and successful in this position, he/she should:-Minimum Diploma or equivalent experience preferredPrevious administrative or executive support experience, ideally within financial services, private banking, or wealth managementStrong organizational and time-management skills with excellent attention to detailProfessional, polished communication skills (written and verbal)High level of integrity and discretion when handling sensitive informationProficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint); experience with banking systems is an advantageAbility to manage multiple priorities and work under pressureStrong interpersonal skills and a client-service mindsetProactive, dependable, and team-oriented approach
Join our Execution team at Indosuez Wealth Management, where you will be responsible for multi-assets trade execution across Equities, Bonds, Futures, Listed and OTC Securities Derivatives, Structured Products, FX, and Precious Metals.
This role supports the Exectution team for Singapore and Hong Kong, ensuring seamless trading workflows and business continuity.
Key ResponsibilitiesPerform Equities, Bonds, Futures, Listed and OTC Securities Derivatives, Structured Products, and FX & Precious Metals related products execution for Indosuez Wealth Management, primarily for Singapore and Hong Kong account officersWork closely with counterparts in Luxembourg and Geneva to ensure a smooth trading workflow for securities and FX respectivelyPerform trade related tasks, margin check (when executing for Direct Access Clients and EAMs) and trades input for applicable productsCoordinate and facilitate the proper execution of all trades from Discretionary Portfolio Management team in Singapore and GenevaFacilitate in post-trade activities related to positions and settlement Develop and maintain solid and professional relationships with counterparties and brokersParticipate in the development of the Private Banking trading related activity, in line with the general principles defined in the Bank’s procedures. Assume any other tasks as assigned within the Execution/Capital Markets team
Requirements: Tertiary education in Business, Banking, Finance, Economics, or related disciplines. Candidates with Computer/Financial Engineering backgrounds are highly valued.Min. 3 - 5 years of experience in a similar capacity, ideally covering at least two product classes.Strong computing/programming skills (VBA, Macros, Python).Ability to work independently under pressure, with a curious and proactive mindset.Proven team player, willing to go the extra mile as part of the wider Capital Markets team.
Reporting to the Head of Investment Management Asia, you will be supporting the Investment Management team with a strong focus on discretionary portfolio management (DPM) activities across Asia.
The role combines portfolio support, data analytics and business improvement. You will contribute to investment reporting, data analysis and process improvement, and enhance the efficiency of the investment management business line.
Key Responsibilities:
Portfolio Management SupportSupport day-to-day portfolio management activities for the DPM team, including opening/closing accounts, operational matters.Execute asset allocation and investment strategies as directed by central and regional investment committees across equities, fixed income, funds, structured products, and foreign exchange for discretionary portfolios.Support preparation of marketing proposals, presentation materials, and daily/weekly market commentary for internal and client communications.Ensure accuracy and timely updates in portfolio performance – Prepare regular and ad-hoc investment review reports for clientsStrong exposure to portfolio construction, portfolio management and risk management processDevelop and enhance risk management & investment management tools for DPM team, to enhance local risk management frameworkReporting & AnalyticsExtract and analyze financial data for portfolio reviews, campaign targeting and business intelligence purposes.Providing business management analytics to track Investment Management activity, profitability initiatives, and support financial follow-up and business reporting.Provide cross-coverage support for team members as required and implementation of key business initiatives.Process Improvement & Tool AutomationActive participation and integration in the Group's Tech & Ops project management with implementation in AsiaIdentify opportunities to improve existing workflows and reduce manual processesDevelop automation tools (e.g., Excel VBA, PowerPoint, Access) for the team and enhance existing tools/solutions to increase operational efficiency.Create and maintain on-demand tools tailored to specific business needs.Collaborate with stakeholders across various teams and participate in Investment Management scope business initiatives and projects as required.
Qualifications & SkillsBachelor’s degree or above in Finance, Economics, Business, or related field and ideally with Computer/Financial Engineering or related disciplines2-5 years of experience in Private Banking Investment management, product support preferredPassed CACS paper 1 and paper 2, and presently RNF-Registered with MAS is preferredStrong analytical skills with proficiency in data analysis and business intelligence toolsTechnical skills: Advanced Microsoft Excel (mandatory), VBA (Visual Basic for Applications) for automation and familiarity with data management tools like Power BI, Python, SQL preferredExposure to Data Integration & APIs like Bloomberg, Reuters and Internal banking systems is a plusDemonstrated strong research, investigative, logical approach and quantitative & analytical skillsSelf-motivated with demonstrated ability to work in a lean structured team with high team player spirit and growth mindset.Strong collaborative mindset with capability working in a global environment with various teams and stakeholdersExcellent communication, organizational, and multitasking abilities.Strong interpersonal skills, hands on and independent with a “can-do” attitudeStrong organizational, multi-tasking and prioritization skills. High attention to detail and commitment to operational excellence.Proficiency in English is required and Mandarin (both written and verbal) would be an advantage as to support business from North Asia markets and Chinese speaking clients (China, HK and Taiwan).
As a Wealth Management generalist, the Client Service Officer (CSO) works within a CSO team under the responsibility of a Client Service Manager (CSM) whereby the team works with a specific Wealth Management Zone. He/she supports a/several Relationship Manager(s) (RM) in the administrative and operational management of their clientele portfolios.
Key Responsibilities:To discharge his/her following responsibilities in full compliance with the Bank’s Code of Conduct and Procedures:
Open accounts, prepare documentation and general instructions;Process credit approvals, investment and deposit transactions;Execute clients’ instructions;Effect transactions on behalf of clients and informs relationship managers and clients of any irregularities according to account documentation or general instruction;Ensure that private banking transactions comply with the Bank’s policies and legal requirements;Key contact for clients’ enquires on daily operational basis;Conduct controls-related duties (eg. call-back, etc); andAssume any other tasks as assigned.
Key RequirementsUniversity degree or equivalentAdditional certification such as CACS Paper 1 and 2 is required5-10 years of relevant experience in client servicing and/or sales operations, private banking experience will be an advantageGood communication and interpersonal skills.Ability to work under stressful and fast pace environmentCustomer oriented, self-motivated and meticulousStrong written and verbal communication skills due to market coverage which requires regular dealings with native-speaking clients.
Reporting to the Business Risk Manager, the Business Compliance Manager (“BCM”) ensures the overall management of risks of Wealth Management activities of the Singapore Branch. This includes identifying, assessing, mitigating and monitoring regulatory, reputational, operational risks and other risks applicable to the Front Office.
You will have the opportunity to support the below tasks, but not limited to: -
Support Front Office (Relationship Managers and Client Service Officers) in performing the KYC review for the onboarding of new clients including but not limited to:Assessing and mitigating screening hits;Extract additional Compliance reports (eg. name screening details or Company registry searches);Analyzing and supplementing the source of wealth and source of revenues to ensure that these are plausible and sufficiently corroborated;Escalating to relevant stakeholders including Compliance and Market Heads for inputs and feedback;Provide preliminary advice to the Front Office for new prospects by identifying and reviewing potential risks of prospects and liaising with relevant departments for guidance.Support Front Office in performing the AML Periodic Account Review where required.Provide guidance, training and sharing best practices with Front Office to improve the overall quality of the KYC.Understand the various Risk related directives and policies (eg. AML/Sanctions, Regulatory, Cross-border, Commercial Strategy, Credit, Legal, HR, etc) of the Bank and regulatory requirements and ensuring proper application and compliance by the Front Office. Ongoing monitoring of outstanding actions required by the Front Office (eg. AML cards, AML transaction / screening alerts, Documentation items, etc).Implementing and monitoring the progress of Risk campaigns that are initiated by Head Office and the Branch.Prepare periodic reporting to relevant stakeholders at the Head Office and Branch level.Close collaboration with Front Office in order to understand and advocate for the Front Office and Customer’s needs.Representative / Point of liaison for Front Office in engagements with relevant stakeholders on various risk areas, including but not limited to Compliance, Client Documentation, Legal.Support EMBP in the execution of risk controls and any other initiatives or projects.Support Market Heads for any day-to-day or adhoc risk areas where required.
To be effective and successful in this position, you should have:-
Degree in appropriate relevant field of study or equivalent work experience;Minimum 8-10 years of relevant banking and Compliance (KYC) experience in Private Banking/Wealth Management (PB KYC experience preferred);Good understanding of the local regulatory framework and practices, particularly in relation to Anti-Money Laundering/Countering the Financing of Terrorism (AML/CFT), Private Banking Code of Conduct, and MAS Guidelines on Private Banking Controls, is crucial;Intermediate proficiency in Microsoft Excel, Word, PowerPoint and other PC applicationsBe a strong team player who is strategic and yet practical, able to navigate through diverse cultures, develop and lead strategies in the face of an increasingly-regulated landscape;Adaptable and Independent with strong analytical and decision-making ability.be able to trust and promote trust in team members;be able to advise, assist and collaborate with stakeholders from the business units to mitigate KYC/AML and sanctions risks in a practical, constructive and effective manner, within the ambit of the relevant regulations; have strong research, investigative and analytical skills, and attention to details so as to enable him/ her to make sound judgments and recommendations to relevant stakeholders;possess mental toughness and be committed to quality work;have good verbal/written and interpersonal communication skills;have good organizational, multi-tasking and prioritization skills;be a self-motivated, self-initiated creative problem-solver who enjoys working in a bank environment;Have attention to detail.
IBF Polytechnic Graduate Apprentice ProgrammeIn collaboration with Institute of Banking and Finance Singapore (IBF), this programme aims to provide you with a 12-month learning and development journey with structured exposure and experience to Foreign Exchange (FX) operations within Private Banking.
It combines on-the-job training and a dedicated mentor to help develop both technical and people competencies relevant to the Advisory Solutions team which includes Advisors, Capital Markets (i.e. FX and Structured Products), Fixed Income and Equities. You will gain hands-on experience in FX trade support operations, participate in improvement and/or redesign projects for FX, Structured Products and Execution team within the Capital Markets team.
WHAT YOU WILL DO:
You will be working alongside the FX team to support daily operations including:Checking of trade details and ensuring accuracyAssisting with trade reconciliation with the relevant internal and external stakeholdersPrepare product documents (i.e. term sheets)Support FX trade processes and updatesSupport the team in process improvement and automation projectsManage and organise data for reporting and analysisAssist in preparing marketing and presentation materials for internal and client useProvide back-up support for the HK team when requiredAssume any other tasks as assigned within the Capital Markets team
REQUIREMENTSWe welcome graduates from all Polytechnic Diploma disciplines with less than 2 years of working experience. Recent polytechnic graduates (or graduating soon in 2026)Eligible polytechnics: Nanyang Polytechnic (NYP); Ngee Ann Polytechnic (NP); Republic Polytechnic (RP); Singapore Polytechnic (SP); or Temasek Polytechnic (TP).Or has completed National Service after graduating from a polytechnic, within 2 years from programme commencement dateStrong interest in banking, operations or in excel, with good coding knowledgeMeticulous and accurate in executing work assigned with a strong risk control approachDemonstrates accountability and initiative.Able to multi-task and work under time sensitive environmentTeam player with the capability to work independently
The Regulatory Compliance team is responsible for ensuring the Bank meets all applicable Singapore regulatory requirements across all areas including but not limited to licensing, staff dealing, cross border requirements, accredited investors, controls and monitoring, etc.
Reporting to the Head of Regulatory Compliance, you will be responsible:To develop, implement and review the Compliance Monitoring programs (excluding AML Transaction monitoring) for the Bank so as to ensure that all employees understand all applicable in-country legal and regulatory requirements governing their respective businessesConduct compliance reviews including selling process reviews and identify gaps in the reviews and provide solutions to address those gapsProvide regulatory advice to the business line, middle office and other relevant stakeholdersProvide training, support and guidance to the employees of the Bank on regulatory and compliance mattersPlan, manage and undertake the Bank’s Compliance projects in relation to the Bank’s business which may be assigned by the supervisor from time to time.
What You Will Be Working OnIn the course of carrying out the above responsibilities, you would be expected to be able to independently:
Build a constructive and effective working relationship with the business line, Middle Office and all stakeholders who may be impacted or covered by, or involved in the implementation of Compliance policies and proceduresIdentify and resolve compliance issues (be it in relation to the Bank’s products, businesses or otherwise) by recommending, and developing, implementing and maintaining compliance policies and proceduresCo-ordinate compliance efforts with those of the Bank’s global directives and initiativesConduct on-going compliance induction and refresher training programs for the Bank’s employeesReview and approve marketing materials, pitchbooks, website content, contracts and other Bank-related matters from a compliance perspectiveDevelop compliance monitoring programs in response to new laws and regulations as well as new products and services where applicableRespond to law enforcement or regulatory requests and undertake necessary regulatory reporting and filingsReport promptly to any actual or potential compliance issues which may affect customer suitability, pose reputational, regulatory, legal and other risks to the Bank, or expose the Bank to potential losses, and recommend suitable courses of action to address these risksEnsure identified errors, improper conduct or compliance exceptions are brought to the attention of his/her supervisors and receive appropriate corrective action.
What We Are Looking ForBachelor’s degree in related disciplines, or the equivalent combination of education and experience is required. Preferably at least 3-5 years of experience in Compliance in a Financial Institution, preferable in the private banking environment. A good understanding of Compliance Control and Monitoring with suitability, reviews and control including policies, procedures, sanctions, regulations, industry best practice, developing trends and and the pertaining laws, regulations and rules of relevant regulators preferredHave strong research, investigative and analytical skills, and proficiency in Microsoft Office Suite (Excel, Word, PowerPoint) and experience with banking systems.Good written and verbal communication skills as you will be expected to interface with various senior internal and external stakeholders directlyBe able to foster a constructive and effective working relationship with the Bank’s stakeholders who may be impacted or covered by, or involved in the implementation of Compliance policies and proceduresBe a strong team player who is strategic and yet practical, able to navigate through diverse cultures, and develop and lead strategies in the face of an increasingly-regulated landscapeHave strong analytical skills and ability to make sound judgments especially in the absence of absolute clarity in the legal and regulatory environmentPossesses good, sound judgment and mental toughness
Reporting to the Head of Investment Solutions Singapore, he/she is responsible to provide investment advisory to the clients and relationship managers (RMs) of South East Asia/North Asia team.
Key ResponsibilitiesProvides pro-active investment advice on multi-asset-class portfolios directly to Ultra High Net Worth Private Clients / Family Offices / RMsMonitors client portfolios on a regular basis by performing regular portfolio reviews for clients and RMs, according to clients’ changing investment objectives and needs, as well as macro and market changesPro-actively contacts clients with meaningful portfolio updates and provides investment recommendations that are within the clients’ and bank’s recommendation framework from a portfolio context and with disciplined / risk-controlled checks in placeResponsible for timely and adequate execution, confirmation and supervision of orders given by the clientPartners with RMs to engage in Asset Under Management (AUM) and Markets & Investment (MIS) products acquisition via various marketing activities (eg. Client meetings, presentation, investment proposals etc.)Collaborates closely with other MIS teams on campaignsHave a good understanding of all asset class to provide all-rounded solutions to RMs and ClientsComply with all applicable legal, regulatory and internal compliance requirementsMaintain appropriate knowledge to ensure the advisor is fully qualified to undertake the role
Key RequirementsRelevant degree in Accounting/Banking and Finance from leading Business Schools or UniversitiesMinimum 10-15 years of working experience and 10 years of relevant experience in Wealth Management Investment AdvisoryAdditional certification such as CACS & CFA is preferredIn-depth understanding and observance of control, risk and banking regulationsAutonomous but able to collaborate as a member of a teamOpen-minded, flexible and curious to learn new thingsStrong written and verbal communication skills in English, as well as Chinese due to market coverage which requires regular dealings with native-speaking clients across North Asia/Greater China region.
As a Wealth Management generalist, the Client Service Officer (CSO) works within a CSO team under the responsibility of a Client Service Manager (CSM) whereby the team works with a specific Wealth Management Zone. He/she supports a/several Relationship Manager(s) (RM) in the administrative and operational management of their clientele portfolios.
Key Responsibilities:To discharge his/her following responsibilities in full compliance with the Bank’s Code of Conduct and Procedures:
Open accounts, prepare documentation and general instructions;Process credit approvals, investment and deposit transactions;Execute clients’ instructions;Effect transactions on behalf of clients and informs relationship managers and clients of any irregularities according to account documentation or general instruction;Ensure that private banking transactions comply with the Bank’s policies and legal requirements;Key contact for clients’ enquires on daily operational basis;Conduct controls-related duties (eg. call-back, etc); andAssume any other tasks as assigned.
Key RequirementsUniversity degree or equivalentAdditional certification such as CACS Paper 1 and 2 is required5-10 years of relevant experience in client servicing and/or sales operations, private banking experience will be an advantageGood communication and interpersonal skills.Ability to work under stressful and fast pace environmentCustomer oriented, self-motivated and meticulousStrong written and verbal communication skills in English, as well as Chinese due to market coverage which requires regular dealings with native-speaking clients across North Asia/Greater China region.
Our Private Banking Client Services Officer Apprenticeship Programme under the IBF Polytechnic Talent for Finance Scheme (PTFS) is a 12-month structured programme designed for polytechnic graduates who are keen to kick-start their career in Private Banking Client Services.
You will gain hands-on experience within the Client Services team, working closely with the Relationship Managers to support day-to-day client service activities in a regulated banking environment.
This programme provides structured training, mentorship and a potential pathway to a permanent Client Services Officer role.
WHAT YOU WILL DO:As part of the Client Services team, you willProvide support to Front Office for account opening documentationPerform independent callbacks for affirmation of client instructions or as directed by managementAct as the point of contact for the Front OfficeSupport operational queries from various stakeholders such as Relationship Managers, Client Service Officers and internal clients from Controls or Operation DepartmentsSupport the Account Closure ProcessPerform Level 1 Know-Your-Customer (KYC)Support/Perform Front Office Control and Risk management dutiesAdministrative duties as required and any other duties that are assigned by Management
REQUIREMENTSWe welcome graduates from all Polytechnic Diploma disciplines with less than 2 years of working experience. Recent polytechnic graduates (or graduating soon)Eligible polytechnics: Nanyang Polytechnic (NYP); Ngee Ann Polytechnic (NP); Republic Polytechnic (RP); Singapore Polytechnic (SP); or Temasek Polytechnic (TP).Or has completed National Service after graduating from a polytechnic, within 2 years from programme commencement dateStrong interest in banking, operations or client servicesMeticulous and accurate in executing work assigned with a strong risk control approachDemonstrates accountability and initiative.Able to multi-task and work under time sensitive environmentTeam player with the capability to work independently
