Assistant Relationship Manager

Location:

- Central / 中央- Central / 中央- Work Type:

- Permanent【仕事内容】

・営業のサポート（システム入力、ファイリング等）

・報告業務

・営業のアポイント調整、出張手配等

・その他関連する事務業務

【給与】

Up to S$8,000（経験による）

【応募資格】

・3年以上の金融業界での営業事務の経験をお持ちの方

・ビジネスレベルの英語力をお持ちの方（社内外でのコミュニケーションに必要なため）

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**Client Administration & Management**
- Supports RMs/TH in client interaction and all related tasks (systems, processes, files, documents etc.) with high-quality, precision and timely responsiveness
- Customizes client requests (reporting, statistics, mailings etc.)
- Manages the RM/TH’s calendar, prepares client meetings, organizes business trips, completes the post processing of client calls, client meetings or business trips for RMs/TH
- Compiles presentations, supports in drafting investment proposals and in marketing activities if needed (client reception, meetings, business trips, events etc.)
- Ensures coverage in case of own absences

**Business Management**
- **Regularly collects and exchanges relevant information necessary for the job**:

- Organises himself/herself in an efficient and compliant manner and ensures timely and appropriate information of the superior
- Conducts reviews, plans ahead and documents his/her work at all times
- Supports RM/TH in implementation of projects and initiatives
- Provides professional input proposals for improvements based on experience, incident occurrence or observation
- Manages the expense claim process for RMs/TH
- Provides on-going administrative supports

**Regulatory Responsibilities &/Risk Management & Controls**
- Actively helps managing risk (support first line of defence), i.e. in client documentation, by raising concerns, following up on issues and by escalating when in doubt
- Ensures adherence to local regulations and compliance with internal policies and standards (e.g. new account openings, payment instructions, reviewing client phone calls or signing off at own level of competence etc.) in collaboration with the respective RMs and TH
- Ensures timely clearance of pending items and escalated deficiencies
- Ensures appropriate ethical and compliant behaviour in his/her area of responsibility
- Ensures correct, meaningful and understandable documentation of client interaction/client orders in the corresponding tool (e.g. CRM, DiAS)
- Demonstration of appropriate values and behaviours including but not limited to standards on honesty and integrity, due care and diligence, fair dealing (treating customers fairly), management of conflicts of interest, competence and continuous development, adequate risk management, and compliance with applicable laws and regulations

**Requirements**:

- Degree in Finance, Economics or related discipline
- At least 3 years of relevant ARM experience in Private Bank set up
- CACS Papers 1 and 2
- Preferably with CMFAS Modules 1B, 5, 6A, 8A certification
- Working knowledge of T24, Olympics and TEMOS
- Good understanding of relevant products and services in Private Banking
- Japanese language skill is required to communicate with internal and external Japanese counterparts
- Customer focused and good interpersonal and communication skills
- Understands the execution and back office processes as well as the legal & compliance procedures
- Sound affinity with the geographic market(s) covered, i.e. familiar with the legal and regulatory environment as well as cultural awareness

PERSOLKELLY Singapore PTE LTD| EA License No. 01C4394 | RCB No. 200007268E
MINOWA AYAME | Registration No.: R21103838