Assistant Relationship Manager, Financial Intermediaries
3 months 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.
- • 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
Qualifications
- Minimum 3-5 years of relevant experience in client servicing, operations or sales support within financial institutions
- Bachelor degree or diploma holder
- Strong understanding of financial products and services
- Excellent interpersonal, communication and client interfacing skills
- Meticulous, strong attention to details
- Strong Microsoft office skills - specifically in Powerpoint and Excel
- 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 resilien
- Preferably CACS certified
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