Assistant Relationship Manager, Financial

6 days ago

Singapore Bank of Singapore Full time

**Assistant Relationship Manager, Financial Intermediaries** **-** **(**240001JE**)**

**Description**

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

**Primary Location**: Singapore

**Job**: Marketing Associate

**Organization**: BOS - Singapore (SG)

**Schedule**: Permanent

: Full-time

**Job Posting**: 08-Oct-2024, 3:28:42 AM

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