Assistant Relationship Manager

3 days ago

Singapore Search Ally Pte Ltd Full time

**JOB PURPOSE**:
To provide administrative services to Private Banking clients and Team Leader (TL) / Relationship Manager (RM) in relation to client on boarding, investments and transactions by coordinating between the relevant support and operations functions.

**RESPONSIBILITIES**:

- Handle and liaise with support partners to resolve administrative and operational matters for TL/RMs. Handle clients’ enquiries/needs and assist in servicing their requirement. Establish good rapport with clients and service their needs effectively and on a timely basis.
- Assist TL/RMs in executing investment transactions.
- Assist TL/RMs in monitoring clients’ position.
- Handle any periodic reviews such as credit, KYC and Client Risk Questionnaire.
- Highlight suspicious activities/behavior of clients and staff e.g. account irregularities to Team Leader/Management/Compliance.
- Attend all Private Banking Compliance and other mandatory training.
- Understand the Bank’s KYC/AML/CDD framework.
- To input the deal into the systems or raise appropriate deal tickets and complete the task at high efficiency, high accuracy, fast speed and mínimal errors.

**REQUIREMENTS**:

- Experience in Client Servicing
- Knowledge in KYC/AML/CDD process
- Knowledge in investment products is preferred
- Good interpersonal skill and team player
- Good communication skills
- Organized and meticulous

SEARCH ALLY PTE LTD | [EA License Number] 18C9289 | [Registration Number] R1551292

Under the revised Employment Agencies License Condition 5(b), employment agencies (EAs) are required to collect the personal data (e.g. NRIC, FIN) of applicants referred to employers for permanent or contract job positions of at least 6 months with a fixed monthly salary of $3,300 and above. PDPA requirements on collection, use and disclosure of personal data are not applicable to EAs that are collecting such information, as it is a regulatory requirement.

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