Client Advisory Associate (AVP) - Private Banking

Responsibilities

• Provide comprehensive administrative and client servicing support to the Relationship Manager.
• Coordinate with internal teams on trade execution, settlements, corporate actions, securities transfers, payments, and loan administration.
• Liaise with external financial institutions and service providers on account opening and other client administrative matters.
• Review daily transactions to ensure accurate trade processing.
• Prepare and send trade confirmations to clients.
• Monitor and coordinate trade settlements.
• Prepare payment instructions.
• Input securities, foreign exchange, and money market transactions into the system.
• Prepare and follow up on account opening documentation.
• Maintain client records and tracking spreadsheets.
• Prepare valuation reports, investment materials, research reports, and business trip documentation for the Relationship Manager.
• Ensure all client administrative matters are completed accurately and in a timely manner.

Requirements

• 5-8 years of Assistant Relationship Manager (ARM) or Client Advisory experience within a Private Bank .
• Must have worked in Private Banking within the last 3 years .
• Valid CACS Paper 1 & Paper 2 certification is mandatory.
• Strong spoken and written English.
• Meticulous, well-organised, and able to manage multiple priorities.
• Additional Information
• Permanent position.
• Office-based work arrangement.
• Supporting one Relationship Manager covering the Indonesia and Southeast Asia markets.
• Application Information
• If you are interested, please send your updated CV together with the

Additional Information

Our client, a well-established international private bank, is looking to hire an experienced Client Advisory Associate (AVP) to support a Relationship Manager covering the Indonesia and Southeast Asia markets. This is an excellent opportunity for a candidate with strong Private Banking Assistant Relationship Manager (ARM) experience who enjoys client servicing, operational excellence, and working closely with front-office teams.

Your Match

How well this role fits your profile.

Company Intel

What employees say

Worked at KS CONSULTING PTE. LTD.? Share your experience