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Relationship Manager

2 weeks ago

Singapore Page Personnel Full time

Excellent opportunity to join a leading Private Bank
- Great working environment

**About Our Client**:
Our client with AUM 160 billion, is one of the largest private banks in Europe, and serves private and institutional clients

**Client Relations**
- Execute client instructions on behalf of the Relationship Manager (RM) accurately, in a timely manner and in adherence to processes and procedures
- Assume ownership for low complexity transactional clients in support of the RM
- Act as the initial point of contact for inbound client calls, building client relationships as appropriate
- Contact clients for formal reviews (investment and lending) in a timely manner
- Evaluate growth potential for low complexity transactional clients, referring them to the RM for relationship development where appropriate
- Undertake "care calls" in respect of complaints, as directed by RM, in addition to overseeing the satisfactory resolution of complaints

**Workflow and Processing**
- Ensure efficient co-ordination of workflow to ensure client satisfaction via accurately inputting client instructions onto bank systems in a timely manner
- Working closely with the RM to quickly and accurately process transactions within cut-off times and to ensure zero operational losses
- Working closely with RM to ensure availability of funds prior to transaction processing and signature / instruction verification procedures are followed without fail
- Coordinating settlements of transactions with PB and/or client
- Work with RM to ensure Account opening documentation is prepared and completed correctly verified and submitted for approval to appropriate booking centres
- Prepare daily reports to monitor upcoming action e.g. maturing bonds, corporate actions etc.
- Sort and review daily reports for PB's verification, assist in preparation of anti
- money laundering reports
- Liaise with Operations to ensure clients instructions are carried out, and to rectify any operational discrepancies if necessary and update clients that instructions have been carried out

**The Successful Applicant**:

- Minimum 2 years of relevant experience in client servicing operations or sales support within financial institutions
- Preferably CACS certified

**What's on Offer**:
Excellent opportnity to join one of the largest private banks in Europe