Investment Analyst / Product Specialist

Our client, a distinguished Single Family Office based in Singapore, is looking for a Product Specialist with experience as an Assistant Relationship Manager in private banking or strong banking knowledge. This role will support the family office in managing and enhancing relationships with banks while ensuring smooth operations for financial transactions and portfolio maintenance.

Key Responsibilities:

. Act as a key contact for banking partners, coordinating with bank representatives to support the family office's strategic goals.

. Provide expert insights on a range of financial products and assist in managing portfolios, ensuring alignment with investment objectives.

. Facilitate trade executions and settlements across markets, with a focus on accuracy and regulatory compliance.

. Analyze financial products and markets to offer tailored recommendations that align with client objectives and enhance portfolio diversification.

. Support documentation and account maintenance, ensuring all client and account records comply with regulatory standards.

Requirements:

. 3-5 years of experience as a Product Specialist, Assistant Relationship Manager, or similar role in private banking, with a deep understanding of banking products and portfolio management.

. Strong financial acumen with an analytical mindset to evaluate complex financial data and provide actionable insights.

. Excellent communication and relationship-building skills to maintain and develop banking partnerships.

. Knowledge of regulatory requirements in the banking and financial sectors is preferred.

About Us

Greenlane is a recruiting firm based in Singapore, specializing in banking, trading, tech, and other industries.

EA Licence No.: 20C0261 | Registration No.: R23118854