Chief Client Portfolio Manager

2 weeks ago

Singapore beBeeStrategic Full time
Private Banking Executive Role

This is an exciting opportunity to embark on a rewarding journey with our fast-growing Private Bank as a Private Banking Executive.

About the Job:

  • We are seeking a skilled and experienced professional to assist relationship managers in effectively managing client portfolios and optimizing the client experience.
  • The successful candidate will be responsible for maintaining client information, managing contracts and agreements, preparing reports, presentations, and other materials.
  • You will also coordinate schedules for relationship managers and clients, ensuring efficient time management and smooth communication.

Key Responsibilities:

Job Description

To assist relationship managers in effectively managing their client portfolios and optimizing the client experience.

Maintain client information, manage contracts and agreements, and prepare reports, presentations, and other materials.

Accountabilities
  • Maintain client information, manage contracts and agreements, and prepare reports, presentations, and other materials.
  • Coordinate schedules for relationship managers and clients, ensuring efficient time management and smooth communication.
  • Process transactions, manage expense reports, and handle routine requests to free up the relationship manager's time for strategic activities.
Requirements

Assist clients with everyday product and service tasks such as deposits, withdrawals, transfers, bill payments, mobile app support, and updating personal information, contact details, and account preferences.

Analyze client data, prepare reports on portfolio performance, and provide insights to inform portfolio adjustments and client recommendations.

Gather information on relevant market trends, competitor offerings, and industry news to support relationship managers in providing informed advice and tailored solutions.

Support relationship managers with planning, tracking, and executing complex client projects by managing timelines and resources, identifying potential issues, summarizing client portfolios, and proactively communicating updates and opportunities.

Maintain and manage client relations by resolving various customer concerns and inquiries, including account balances, statements, transactions, and fees.

Evaluate the effectiveness of policies and procedures, identify areas for improvement, and develop and implement changes to enhance operational efficiency and client satisfaction.

Expected Qualifications

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