Assistant Relationship Manager, Financial

4 days ago

Singapore Bank of Singapore Full time

Assistant Relationship Manager, Financial Intermediaries (Manager)

At Bank of Singapore, we are constantly on the lookout for exceptional individuals to join our team. We promote a culture of openness, teamwork and fairness. Most importantly, we invest in our people through our programmes that develop them on both professional and personal levels. Besides attractive remuneration packages, we offer non-financial benefits and opportunities to develop your potential within OCBC Group’s global network of subsidiaries and offices. If you have passion, drive and the will to succeed, rise to the challenge today

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
- Chinese proficiency is required as this role is required to deal with Chinese clients

Job ID 240000DW
- ABOUT COMPANY
- Bank of Singapore
- Singapore
Private Banking / Wealth Management

Asia's global private bank Bank of Singapore is a wholly owned subsidiary of OCBC Bank, Southeast Asia’s second largest bank. Headquartered in Singapo...

  • Regional Relationship Manager

    6 days ago

    Singapore oneZero Financial Systems Full time

    **Job Purpose**: The Regional Relationship Manager is responsible for enhancing client satisfaction, adoption, and retention across retail, wholesale, and institutional segments. This role involves blending sales and relationship management duties to optimize outcomes for the organization and its diverse clientele. From initial engagement to...

  • Regional Relationship Manager

    4 days ago

    Singapore oneZero Financial Systems Full time

    Regional Relationship Manager Job Purpose: The Regional Relationship Manager is responsible for enhancing client satisfaction, adoption, and retention across retail, wholesale, and institutional segments. This role involves blending sales and relationship management duties to optimize outcomes for the organization and its diverse clientele. From initial...

  • Assistant Relationship Manager, Financial

    2 weeks 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...

  • Assistant Relationship Manager, Financial

    4 days ago

    Singapore Bank of Singapore Full time

    **Assistant Relationship Manager, Financial Intermediaries** **-** **(**240001FN**)** **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...

  • Relationship Manager

    2 weeks ago

    Singapore PC FINANCIAL (SG) PTE. LTD. Full time

    We are looking for a Relationship Manager to join our growing organization. The Relationship Manager is expected to actively expand HNW business through various sources. He/She will be actively bonding with clients in identifying their financial needs and providing suitable wealth solutions, while complying to full compliance as set by regulatory...

  • Assistant Relationship Manager

    5 days ago

    Singapore RGF Full time

    **Location**: Singapore **Salary**: Open **Industry**: Financial Services **Sub-industry**: Private Wealth Management **Function**: Financial Services **Job Description**: Our Client Our esteemed client, an exclusive fund manager renowned for its groundbreaking pre-IPO/post-IPO investments, is currently seeking an ASSISTANT RELATIONSHIP MANAGER to join...

  • Financial Relationship Management Associate

    4 days ago

    Singapore J.S.F Full time

    Client Relationship Management: - **Building and Maintaining Relationships**:Associates play a key role in fostering and nurturing strong relationships with existing clients, providing excellent customer service, and addressing their needs and concerns. - **Supporting Relationship Managers**:They work closely with relationship managers to support their...

  • Assistant Relationship Manager, Financial Intermediaries

    2 days ago

    Singapore Bank of Singapore Full time

    **Assistant Relationship Manager, Financial Intermediaries** **-** **(**250000RE**)** **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...

  • Financial Institution Assistant Relationship Manager

    3 days ago

    Singapore SEARCH ALLY PTE. LTD. Full time

    Industry: Banking Job Summary: To work closely with the relationship manager to secure business transactions, necessary internal operational, compliance, regulatory and credit approvals. **Responsibilities**: - Cover credit for banks and non-bank financial institutions domiciled in South and South East Asia as well as the Middle East; - Co-present credit...

  • Financial Relationship Manager

    2 weeks ago

    Singapore beBeeInvestment Full time $120,000 - $180,000

    Job Description">As a key member of our team, you will be responsible for building and maintaining relationships with Ultra High Net Worth (UHNW) individuals and their businesses. You will provide bespoke investment advice and manage discretionary portfolios to meet the unique needs of each client.Key Responsibilities:Liaise with private banks to optimize...