Relationship Officer

2 weeks ago


Singapore BANK OF CHINA LIMITED Full time
Roles & Responsibilities

Job Description

1. Support the Relationship Managers in operational duties related to clients' account servicing and transactional services including account opening and maintenance, credit application, investment transaction and banking instruction.

2. Attend to clients' instructions and queries timely in professional manner.

3. Handle administrative duties that are related to clients' account including the monitoring of expiring KYC Review, KYC updates, account documentation, onboarding pre-checks, etc.

4. Liaise with internal and external stake-holders to resolve clients' queries and feedbacks.


Job Requirements

1. Experienced in AML/KYC/CDD processes (minimum 1 year).

2. Experienced in basic banking products (Deposits, loans, basic investment products etc.) (minimum 1 year).

3. Minimum 2 years' relevant work experience in serving retail or high net-worth clients.

4. Knowledge of private banking and treasury services, good understanding of banking operations and policies.

5. Proficient in writing and speaking both English and Chinese so as to communicate effectively with our Head Office and Chinese-speaking customers.

6. Minimum Bachelor Degree in Business/Accountancy/Banking & Finance or a relevant discipline.

7. CACS 1 & 2 papers is a mandatory requirement.


Tell employers what skills you have

Wealth Management
Investment Strategies
Know Your Client - KYC
Treasury Services
Wealth
Loans
Private Banking
Direct Sales
Deposits
Banking
AML
KYC

  • Singapore VICO CONSTRUCTION PTE. LTD. Full time

    Roles & ResponsibilitiesJob Description To manage site office and HDB Building Service Centre, attend to resident's feedback and complaints. Interact with residents to maintain good relationship. Assist on phone calls and emails to answer resident’s enquiries. Make appointment for resident to attend inspection with BSC (Building Service Centre)...


  • Singapore UniOracle Alliance LLP Full time

    Job Title: Customer Relationship OfficerPosition Overview:We are seeking a motivated and customer-oriented individual to join our team as a Customer Relationship Officer. The ideal candidate will possess excellent communication skills, a passion for customer service, and the ability to build and maintain strong relationships with clients....


  • Singapore UniOracle Alliance LLP Part time

    Job Title: Customer Relationship Officer Position Overview: We are seeking a motivated and customer-oriented individual to join our team as a Customer Relationship Officer. The ideal candidate will possess excellent communication skills, a passion for customer service, and the ability to build and maintain strong relationships with...


  • Singapore Vico Construction Pte. Ltd. Full time

    Job DescriptionTo manage site office and HDB Building Service Centre, attend to resident's feedback and complaints. Interact with residents to maintain good relationship.Assist on phone calls and emails to answer resident's enquiries. Make appointment for resident to attend inspection with BSC (Building Service Centre) team.Liaison with consultants and HDB...

  • Account Officer

    4 weeks ago


    Singapore SUMITOMO MITSUI TRUST BANK, LIMITED SINGAPORE BRANCH Full time

    Roles & ResponsibilitiesJob Responsibilities Assist the Relationship Manager to manage and strengthen customer relationships, cross-sell products and services as well as portfolio risk management Facilitate and support Relationship Manager in completing the transactions especially in documentation of agreement and liaising between our legal and customer...


  • Singapore Bank Of China Limited Full time

    Job Description1. Support the Relationship Managers in operational duties related to clients' account servicing and transactional services including account opening and maintenance, credit application, investment transaction and banking instruction.2. Attend to clients' instructions and queries timely in professional manner.3. Handle administrative duties...

  • Relationship Manager

    4 weeks ago


    Singapore KGI SECURITIES (SINGAPORE) PTE. LTD. Full time

    Roles & ResponsibilitiesOverview of role Sourcing and onboarding of new offshore clients Understand needs, objectives and risk profile of clients Advise clients on investment ideas / opportunities and other wealth management services and ensure investment suitability and timely execution Regular review of investment portfolios and risk profiles with...


  • Singapore BANK JULIUS BAER & CO. LTD. Full time

    Roles & ResponsibilitiesGENERAL DESCRIPTIONThe Relationship Manager is the primary point of contact between the clients and the Bank. He/she acts as an ambassador for the Bank externally and is a role model internally. He/she is responsible for the proactive management of a portfolio of High Net Worth/Ultra High Net Worth private clients. This includes the...

  • Relationship Manager

    1 month ago


    Singapore RECRUIT AVENUE PTE. LTD. Full time

    Roles & ResponsibilitiesRESPONSIBILITIES: Coverage for a portfolio of banks in Singapore and in the region. Pitching for cash, trade, loans, treasury and capital markets products which include collaborating with internal stakeholders, head office and its overseas branches to deliver high quality services and solutions. Experience in loan syndication...


  • Singapore Chainalysis Pte. Ltd. Full time

    Your roleWe are looking for experienced relationship managers to join our Multi Family Office (MFO) business, providing a holistic coverage for Family Offices. We are looking for someone to:be responsible to understand, plan and establish the family office structure for MFO clients and delivering financial resultsidentify potential MFO clients and drive the...


  • Singapore CHAINUP PTE. LTD. Full time

    Roles & ResponsibilitiesYour roleWe are looking for experienced relationship managers to join our Multi Family Office (MFO) business, providing a holistic coverage for Family Offices. We are looking for someone to: be responsible to understand, plan and establish the family office structure for MFO clients and delivering financial results identify...

  • Corporate Banking

    1 month ago


    Singapore WATERSTONE CONSULTING PTE. LTD. Full time

    Roles & Responsibilities Acquire and leading project financing cases. Initiate syndication loan, term loan and trade finance business and market the bank’s products to corporations in Singapore and the region. Have strong financial analysis skills, evaluate and process credit applications for timely approval, prepare loan/security documents, and promote...

  • Relationship Manager

    4 weeks ago


    Singapore Recruit Avenue Pte. Ltd. Full time

    RESPONSIBILITIES:Coverage for a portfolio of banks in Singapore and in the region.Pitching for cash, trade, loans, treasury and capital markets products which include collaborating with internal stakeholders, head office and its overseas branches to deliver high quality services and solutions.Experience in loan syndication origination / participation in the...


  • Singapore Bank Julius Baer & Co. Ltd. Full time

    GENERAL DESCRIPTIONThe Relationship Manager is the primary point of contact between the clients and the Bank. He/she acts as an ambassador for the Bank externally and is a role model internally. He/she is responsible for the proactive management of a portfolio of High Net Worth/Ultra High Net Worth private clients. This includes the delivery of comprehensive...

  • Corporate Banking

    4 weeks ago


    Singapore Waterstone Consulting Pte. Ltd. Full time

    Acquire and leading project financing cases. Initiate syndication loan, term loan and trade finance business and market the bank's products to corporations in Singapore and the region.Have strong financial analysis skills, evaluate and process credit applications for timely approval, prepare loan/security documents, and promote customer active utilization of...


  • Singapore FARRINGDON ASSET MANAGEMENT PTE. LTD. Full time

    Roles & ResponsibilitiesFarringdon Asset Management is one of the largest External Asset Managers (EAM’s) in Singapore. The company caters to the needs of ultra-high net worth clients across the Asia Pacific region offering a range of services including Portfolio Management, Private Banking, succession planning, and trust formation as well as insurance and...


  • Singapore ONION SEARCH PTE. LTD. Full time

    Roles & ResponsibilitiesOur client is in the business of aerospace industry. They are currently seeking for Customer Relationship Representative who will be responsible to create and retain customer loyalty and preference by establishing rapport with the customer, administering customer-focused programs, and processing orders in an efficient and accurate...


  • Singapore EMPLOYMENT CENTRE PTE. LTD. Full time

    Roles & ResponsibilitiesJob Description Dealing with all range and multi brand of vehicles/passenger's car which include diesel & petrol engine as well as electric vehicles/passenger's car in regard to sales and/or rental activities Acquire sales with new and existing clients to meet targeted sales objectives Identify/Build/Expand new clients base to...


  • Singapore Farringdon Asset Management Pte. Ltd. Full time

    Farringdon Asset Management is one of the largest External Asset Managers (EAM's) in Singapore. The company caters to the needs of ultra-high net worth clients across the Asia Pacific region offering a range of services including Portfolio Management, Private Banking, succession planning, and trust formation as well as insurance and financial advisory...


  • Singapore Mizuho Bank, Ltd. Full time

    Job Responsibilities- Assist the relationship managers of the MNC section as credit analyst in promoting business to subsidiaries of Asian multinational corporations, manage client accounts, and contribute to the profit goals and other business. - Provide support to relationship managers in maximizing profits from Asian multinational clients for Mizuho...