Banking Assistant (Leverage Specialist) (12 Months Contract)

Your new company

You will be working with a leading global financial institution, supporting its Global Wealth Management business in Singapore. The team works closely with Client Advisors, Credit Risk, and Front Office Support functions to deliver high-quality credit support and a seamless client experience for private banking clients across Asia.

Your new role

You will be supporting Client Advisors with credit-related transactions and documentation, ensuring accuracy, efficiency, and adherence to internal and regulatory requirements. This is a front-office support role, focused on execution and coordination rather than direct client ownership.

Key responsibilities include:

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  Support Client Advisors with credit facility applications, renewals, and amendments.
  
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  Prepare and review credit documentation, applications, and supporting materials.
  
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  Assist with meeting preparation and documentation for client discussions, including overseas clients.
  
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  Coordinate with internal stakeholders such as Credit Risk, Legal, Operations, and Product teams.
  
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  Manage business-as-usual (BAU) credit support activities and follow up on outstanding items.
  
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  Ensure credit requests comply with internal policies and regulatory standards.
  
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  Provide team back-up / buddy support and assist during peak workloads.
  
  

What you'll need to succeed

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  Minimum 1 year of relevant experience, preferably within Wealth Management or Private. Banking, or from other Banking, Financial Services, and Insurance (BFSI) backgrounds.
  
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  Practical knowledge of credit and lending (e.g. mortgage, life insurance, loans).
  
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  Experience in a supporting or Assistant Relationship Manager role is highly preferred.
  
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  Strong attention to detail, organisational skills, and ability to manage multiple priorities.
  
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  A team-player mindset, with willingness to support colleagues and provide back-up coverage.
  
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  Fluent in English; conversational Mandarin is required to support Mandarin-speaking stakeholders and regional clients.
  
  

What you need to do now

If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV.

If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion on your career.

This job posting is being managed on behalf of Wilfred Lam.
Registration Number: R22108531, Company Registration ID number: 200609504D, EA License Number: 07C3924