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Client Service Manager, Private Banking

Company

CFA Institute

Location

singapore, singapore

Posted

July 09, 2026

Position Overview

            Job Responsibilities :  Assist clients in performing banking services and attend to clients' inquiries 
Assist CA in preparing KYC reports and periodic reports 
Assist in dealing with client's trade orders and cross eye check for other CSM's trade orders 
Support Team Head in management duties 
 Job Requirements :  Minimum a Bachelor's degree in business administration/Banking and Finance or any relevant discipline 
5-8 years' experience in financial industry 
Good knowledge of relevant financial products 
CACS, CFA preferred 
Effectively bilingual in English and Mandarin as the role requires communication with Chinese speaking colleagues in Hong Kong and Taiwan. 
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Client Service Manager, Private Banking

Position Overview

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