Private Banking Assistant - Singapore

Lombard Odier Group · singapore, singapore, Singapore

Location
singapore
Job Type
Full-time
Posted
June 30, 2026

Job Description

Your Role:
  • Support Bankers and senior team members in the day‑to‑day servicing of client accounts to ensure a high standard of client experience.
  • Assist with account opening, onboarding, KYC documentation and periodic review processes.
  • Coordinate with internal stakeholders including Compliance, Operations, Credit and Legal teams to ensure timely execution of client requests and adherence to regulatory requirements.
  • Prepare and collate documentation for client meetings, investment proposals, portfolio reviews and other client‑related activities.
  • Monitor and follow up on client instructions, payments and administrative requests in a timely manner.
  • Maintain accurate records of client interactions and ensure all documentation complies with internal policies and procedures.
  • Support the team in identifying and escalating operational or compliance‑related risks where appropriate.
  • Respond to client enquiries...

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