ARM Lead

Bank of Singapore, Asia’s Global Private Bank; Hong Kong; On-site; HKD 900,000 - 1,300,000; Full time

Job summary

Bank of Singapore seeks an experienced leader to manage a team of Assistant Relationship Managers, driving consistent practices and staff engagement. You will provide admin and client service support to Private Banking, respond to inquiries, ensure compliance, and mentor ARMs to develop their capabilities.

You will also coordinate front-office activities, prepare management reports, and support the Market Head and Team Head in workforce planning and process improvement.

Qualifications

• Bachelor degree or diploma from reputable institutions.
• Minimum 8 years of relevant experience in client servicing, operations or sales support within financial institutions.
• Strong understanding of financial products and services.
• Excellent interpersonal, communication and client interfacing skills.
• Prior experience mentoring and coaching team members.
• Possess future oriented mindset, strive to innovate and adapt to changes.
• Strong understanding of inter-dependencies within the team and collaborate across departments.
• HKMA/SFC license (e.g. Type 1 and/or 4) required; HKIB ECF qualification preferred.

Responsibilities

• Assist Business Management / Market Head / Team Head in managing a team of ARMs to drive consistent practices and staff engagement.
• Provide administrative support and client service to Relationship Managers servicing Private Banking clients.
• Respond to client enquiries, ensure regulatory compliance and proper issue resolution.
• Provide trainings, mentorship and guidance to ARMs to ensure competence.
• Coordinate front office activities and manage management reporting for Front Office.

Skills

Client relationship management

Team leadership

Mentoring & coaching

Communication skills

Regulatory compliance

Education

Bachelor's degree or Diploma

Job description

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!

General Description

Assist Business Management / Market Head / Team Head in managing a team of Assistant Relationship Manager (ARMs) to drive consistent practices & enhance staff engagement (including but not limited to LIFRR/EVP activities/ career development of ARMs) and to provide administrative support on team matters.

MAIN DUTIES

ARM Management

• Manage a team of Assistant Relationship Managers to:
  • 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.
  • Ensure adherence to internal and external regulations and policies at all times.
  • Understands the basic mechanisms of common financial products and services.
• Provide trainings, mentorship and guidance to ARMs to ensure that they are competent to carry out the work.
• Ensure team is adequately staffed and able to deploy team members to provide and meet fluctuation in work volume, coverage for leave and work emergencies.
• Enhance staff morale and career development through active staff engagement & review staff training needs.
• Calibration of performance/recommendation of promotion.

Team Administrative Support

• Provide support to MH/THs for pipeline management.
• Act as a single point contact representing front office to coordinate with stakeholders for all dissemination related activities.
• Proactively review and enhance processing workflow to achieve improvement in operational efficiency, and servicing quality.
• Investigate and provide resolution on queries and ensure proper closure on issues raised.
• Timely consolidation and preparation of management reports for Front Office team and the Business Managers.
• Provide guidance and support to the team for ensuring compliance with the Operational risk framework, policies, procedures and guidelines.
• Coordinate and support in various Front office activities (e.g. Business continuity, reporting and administrative matters).
• Handle administrative duties including scheduling of appointments, preparing correspondences, making travel arrangements, arranging meetings and receptions, producing presentation materials for MH.
• Provide administrative support for all team’s related matters including proper record keeping.
• Follow up on the team’s account reviews, portfolio reviews, credit reviews, outstanding documentations (eg documentation discrepancies, W8 refresh, CRS, FATCA remediation, tax declaration, credit documentation, mandatory documentation remediation), daily downgrade and monthly mismatch reports and other various remediation exercises etc. for various management reporting:
  • To facilitate BM/MH to pass the Front Office audit by assisting in pre-audit health check/audit exercise; ensure the pre-audit health check findings and audit observations are rectified and completed within stipulated timeframe.
  • Coordinate with Product Groups, Operations and other functional areas as necessary.

Please note that this is an in‑scope position under the Mandatory Reference Checking Scheme (MRC Scheme) regulated by the Hong Kong Monetary Authority (HKMA). The MRC Scheme requires all Authorized Institutions (“AIs”) under the supervision of the HKMA intending to hire an individual for certain relevant positions that fall within the scope of the MRC Scheme to conduct a mandatory reference check on that individual, by requesting information about them from each relevant former and current AI employer(s) covering the seven years prior to the application for such position.

Candidates applying for this in‑scope position should be aware that reference checks will be conducted in compliance with the HKMA’s MRC Scheme.

For more information, please refer to The Hong Kong Association of Banks website and the FAQs_for_In-Scope_Individuals-1778664733.pdf

Job Requirements

• Bachelor degree or diploma from reputable institutions.
• Minimum 8 years of relevant experience in client servicing, operations or sales support within financial institutions.
• Strong understanding of financial products and services.
• Excellent interpersonal, communication and client interfacing skills.
• Prior experience mentoring and coaching team members.
• 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.
• Relevant HKMA/SFC license (e.g. Type 1 and/or 4) required.
• Preferable for candidates with HKIB Enhanced Competency Framework (ECF) professional qualification.