Assistant Relationship Manager

7 days ago


Singapore DBS Bank Limited Full time
Business Function
As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help our customers realise their dreams and aspirations at every life stage. Our financial solutions are not only the best in the business - they were made just right for you.

DBS Treasures is a leading wealth management platform in Singapore, uniquely positioned to cater to the diverse requirements of both Onshore and Offshore affluent clientele. Our comprehensive offerings provide clients with a seamless and all-encompassing banking experience, complemented by an extensive array of wealth management solutions, spanning from investments to legacy planning. Our Treasures clients have access to personalised advice and support from proficient relationship managers, seasoned investment counsellors, specialised bancassurance professionals and dedicated assistant relationship managers. The DBS Treasures Singapore organisation, which is part of Consumer Banking Group - Singapore, is committed to helping our clients navigate the ever-evolving financial landscape to achieve their individual financial goals and aspirations.

Responsibilities
  • Achieve service standards as set out for Treasures staff to enhance customer satisfaction and retention.
  • Ensure that all customer requests are dealt with in a timely and consistent manner while adhering to regulatory, compliance and internal security audit requirements.
  • Attend all relevant training and briefings.
  • Address and follow-up on customer service requests/issues on daily basis and assist with completion of service-related transactional orders &/or ad-hoc projects as assigned by Treasures Client Service Manager. Assist walk-in customers with their requests/transactions.
  • Identify customers' financial needs and refer cross-selling opportunities for Treasures Relationship Managers and specialists to follow up.
  • Process and verify customers instructions for investments products (only applicable for TARMs certified in advisory).
  • Offer information on investment products and services available to customers (only applicable for TARMs certified in advisory).
Requirements
  • Polytechnic Diploma or Bachelor Degree from any discipline.
  • Minimum 3 years of work experience in the banking or financial services industry, preferably in branch operations or financial advisory.
  • Highly meticulous with strong communication skills and ability to multi-task.
  • Sound knowledge of banking products, services, and procedures.
  • Proficient PC skills (eg. Microsoft Office)
  • Selected candidate will need to be CMFAS certified as part of the role requirements.
  • Good understanding of financial and investment products.
Apply Now

We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements.


  • Singapore Indosuez Wealth Management Full time

    **Role Overview**The Relationship Manager Assistant will provide administrative support to Relationship Managers in managing their client portfolios.**Key Responsibilities:** Assist Relationship Managers in developing and implementing client relationships. Provide administrative support in managing client accounts and portfolios. Conduct research and...


  • Singapore RELATIONSHIP STUDIO PTE. LTD. Full time

    Roles & ResponsibilitiesAbout UsWe are a Training Provider that goes beyond the books and traditional theories to discover your strengths, blind spots and needs, coach you on managing the sensitivity in every relationship, and recommend what works best – helping you achieve a high self-mastery level of self-awareness and personality integration. We also...


  • Singapore Bank of Singapore Full time

    Bank of Singapore is a renowned financial institution committed to delivering exceptional service to our clients. Our team of Relationship Managers works closely with Private Banking clients to provide tailored solutions that meet their unique needs. To support these efforts, we require a skilled and experienced Relationship Management Assistant to join our...


  • Singapore THE EDGE PARTNERSHIP HOLDINGS PTE. LTD. Full time

    Roles & ResponsibilitiesSummary: Client Support: Provide administrative and operational support to Relationship Managers in managing client portfolios and ensuring high levels of client satisfaction. Account Management: Assist with opening and maintaining client accounts, managing documentation, and ensuring all account-related tasks are handled in a...


  • Singapore THE EDGE PARTNERSHIP HOLDINGS PTE. LTD. Full time

    Roles & ResponsibilitiesSummary: Client Support: Provide administrative and operational support to Relationship Managers in managing client portfolios and ensuring high levels of client satisfaction. Account Management: Assist with opening and maintaining client accounts, managing documentation, and ensuring all account-related tasks are handled in a...


  • Singapore LOOK CAPITAL PTE. LTD. Full time

    Roles & ResponsibilitiesCompany OverviewLOOK CAPITAL is a registered and leading family office with a Capital Market Services license in Singapore, with AUM over 2 billion USD. Headquartered in Singapore, we have offices across Beijing, Hong Kong and Shenzhen. With the help of technology, we provide a one-stop service including global asset allocation, legal...


  • Singapore LOOK CAPITAL PTE. LTD. Full time

    Roles & ResponsibilitiesCompany OverviewLOOK CAPITAL is a registered and leading family office with a Capital Market Services license in Singapore, with AUM over 2 billion USD. Headquartered in Singapore, we have offices across Beijing, Hong Kong and Shenzhen. With the help of technology, we provide a one-stop service including global asset allocation, legal...


  • Singapore OCBC Bank Full time

    Key ResponsibilitiesAs a Relationship Management Assistant at OCBC Bank, your key responsibilities will include providing administrative and client service support to Relationship Managers in the Private Banking department. This will involve responding to client inquiries, resolving issues, and maintaining accurate client data. You will also be responsible...


  • Singapore RESONA MERCHANT BANK ASIA LIMITED Full time

    Roles & ResponsibilitiesKey Responsibilities are as follows:1. Preparation of new loan transactions, credit reviews, and investment memorandums for submission to the credit committee for approval and parent company for consultations.2. Assist senior relationship manager in customer account management, including negotiating contracts and loan agreements.3....


  • Singapore RESONA MERCHANT BANK ASIA LIMITED Full time

    Roles & ResponsibilitiesKey Responsibilities are as follows:1. Preparation of new loan transactions, credit reviews, and investment memorandums for submission to the credit committee for approval and parent company for consultations.2. Assist senior relationship manager in customer account management, including negotiating contracts and loan agreements.3....


  • Singapore RESONA MERCHANT BANK ASIA LIMITED Full time

    Roles & ResponsibilitiesKey Responsibilities are as follows:1. Preparation of new loan transactions, credit reviews, and investment memorandums for submission to the credit committee for approval and parent company for consultations.2. Assist senior relationship manager in customer account management, including negotiating contracts and loan agreements.3....


  • Singapore RESONA MERCHANT BANK ASIA LIMITED Full time

    Roles & ResponsibilitiesKey Responsibilities are as follows:1. Preparation of new loan transactions, credit reviews, and investment memorandums for submission to the credit committee for approval and parent company for consultations.2. Assist senior relationship manager in customer account management, including negotiating contracts and loan agreements.3....


  • Singapore AGLAIA FAMILY OFFICE PTE. LTD. Full time

    Roles & ResponsibilitiesJob Description Working within a front office team of 11 full time staff Working alongside 5 other ARMs supporting 4 Relationship Managers (“RM”) managing UHNW clientsExperience You will be working in a dynamic fast growing strategic sector in Singapore You will be working within a well established business with opportunities...


  • Singapore AGLAIA FAMILY OFFICE PTE. LTD. Full time

    Roles & ResponsibilitiesJob Description Working within a front office team of 11 full time staff Working alongside 5 other ARMs supporting 4 Relationship Managers (“RM”) managing UHNW clientsExperience You will be working in a dynamic fast growing strategic sector in Singapore You will be working within a well established business with opportunities...


  • Singapore The Edge Partnership Full time

    Summary: - **Client Support**: Provide administrative and operational support to Relationship Managers in managing client portfolios and ensuring high levels of client satisfaction. - **Account Management**: Assist with opening and maintaining client accounts, managing documentation, and ensuring all account-related tasks are handled in a timely manner. -...


  • Singapore BLUE ALTITUDE CAPITAL PTE. LTD. Full time

    Roles & ResponsibilitiesRole SummaryThe Assistant Relationship Manager will play a key role in supporting the business development team in client onboarding, managing client queries and transactions, coordinating trade placements, and handling other related tasks. This role requires excellent communication, organisational, and analytical skills, as well as a...


  • Singapore Citi Full time

    Whether you're at the start of your career or looking to discover your next adventure, your story begins here. At Citi, you'll have the opportunity to expand your skills and make a difference at one of the world's most global banks. We're fully committed to supporting your growth and development from the start with extensive on-the-job training and exposure...


  • Singapore DBS Bank Limited Full time

    Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help...


  • Singapore DBS Bank Limited Full time

    Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help our...

  • HR & Admin Executive

    4 weeks ago


    Singapore RELATIONSHIP STUDIO PTE. LTD. Full time

    Roles & ResponsibilitiesAbout UsWe are a Training Provider that goes beyond the books and traditional theories to discover your strengths, blind spots and needs, coach you on managing the sensitivity in every relationship, and recommend what works best – helping you achieve a high self-mastery level of self-awareness and personality integration. We also...