Assistant Relationship Manager, ASEAN
3 weeks ago
Responsible for providing administrative and client service support to Relationship Managers (RM) within the front office function servicing Private Banking clients.
• 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
• Support RMs in the provision of financial advisory services to clients.
• Provide price quotations and execution of trades
• Send regular corporate action and trade fixing information
• Provide general product information and bank publications
• Coordinate with Product Groups, Operations and other functional areas as necessary
• Ensure adherence to internal and external regulations and policies at all times
Qualifications
- Minimum 3-5 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
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