Assistant Relationship Manager, ASEAN
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What you'll do
- 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
What they're looking for
- Minimum 3 years of relevant experience in client servicing, operations or sales support within financial institutions
- Bachelor degree or diploma from reputable institutions
- Strong understanding of financial products and services
- Excellent interpersonal, communication and client interfacing skills
- Meticulous, strong attention to details
- 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 resilient
Nice to have
- Preferably CACS certified
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
Bank of Singapore opens doors to new opportunities.
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!
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!
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 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
Requirements
Minimum 3 years of relevant experience in client servicing, operations or sales support within financial institutions
Bachelor degree or diploma from reputable institutions
Strong understanding of financial products and services
Excellent interpersonal, communication and client interfacing skills
Meticulous, strong attention to details
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 resilient
Preferably CACS certified
Company
Company facts come from this company's own listings. We only show what the postings themselves carry.