Client Service Representative

1 month ago

Singapore Bank of Singapore Full time

We are constantly on the lookout for exceptional individuals to support our Private Banking team in Greater China North Asia. At Bank of Singapore, we promote a culture of openness, teamwork and fairness. Our people development programmes help you grow professionally and personally. We offer attractive remuneration packages and non-financial benefits, as well as opportunities to develop your potential within OCBC Group's global network of subsidiaries and offices.

Key Responsibilities:

  • Provide administrative and client service support to Relationship Managers in the front office function.
  • Respond to client enquiries and instructions, and provide resolution to most issues and requests.
  • Monitor transactions and activities in client accounts.
  • Support RMs in providing financial advisory services to clients.
  • Maintain client data and reports.
  • Handle administrative duties, including scheduling appointments and preparing correspondences.
  • Coordinate with Product Groups, Operations and other functional areas as necessary.
  • Ensure adherence to internal and external regulations and policies.

Requirements:

  • Minimum 3 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.
  • Future-oriented mindset, ability to innovate and adapt to changes.
  • Strong understanding of inter-dependencies within the team and ability to collaborate effectively across departments.
  • Ability to thrive in a fast-paced environment and remain empathetic, passionate and resilient.
  • Preferably CACS certified.
  • Chinese proficiency is required.

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