Assistant Relationship Manager

3 weeks ago


Singapore BANK OF SINGAPORE LIMITED Full time
Roles & Responsibilities

Responsible for providing administrative and client service support to Relationship Managers (RM) within the front office function servicing Private Banking clients.

Responsbilities:

  • Provide administrative and client service support to Relationship Managers servicing Private Banking clients.
  • Respond to all client enquiries and instructions and provide resolution to most issues and requests.
  • Monitor transactions and activities in client accounts
  • Maintain client data and reports, such as: contact lists, account numbers, facilities details, status of credit reviews/renewals, etc
  • Handle administrative duties including scheduling of appointments, preparing correspondences, making travel arrangements, arranging meetings and receptions, producing presentation materials.
  • Coordinate with Product Groups, Operations and other functional areas as necessary
  • Ensure adherence to internal and external regulations and policies at all times

Requirements:

  • Preferably 2-5 years of relevant experience in client servicing, operations or sales support within financial institutions
  • Bachelor degree or diploma from reputable institutions
  • Strong understanding of financial products and services
  • Excellent interpersonal, communication and client interfacing skills
  • Meticulous, strong attention to details
  • Possess future oriented mindset, strive to innovate and adapt to changes
  • Strong understanding of inter-dependencies within the team and able to collaborate effectively across departments
  • Ability to thrive in a fast paced environment and remain empathetic, passionate and resilient
  • Preferably CACS certified
Tell employers what skills you have

Wealth Management
Front Office
Ingredients
Microsoft Excel
CACS
Private Banking
client servicing
Attention to Details
Executing trades
Banking

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