Relationship Manager

4 days 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

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