Assistant Relationship Manager

Bank of Singapore Limited (Hong Kong Branch); Hong Kong; On-site; HKD 500,000 - 800,000; Full time

Job summary

Bank of Singapore Limited (Hong Kong Branch) invites talented professionals to join our private banking team. You will maintain client records, support relationships, ensure compliance, and coordinate with product groups to deliver seamless service.

The role requires Mandarin, HKSI license, and meticulous attention to detail. You will work with RM and IC, handle inquiries, prepare materials, and contribute to risk controls and regulatory adherence.

Qualifications

• Bachelor’s degree or equivalent; 3–8 years’ related experience.
• Mandarin fluency essential for GCHK Markets.
• HKSI Licensing Examination Paper 1, 7 & 8 required.
• Excellent communication and customer service skills.
• Strong attention to detail and data confidentiality.

Responsibilities

• Maintain systems and controls to ensure compliance with HKMA/SFC rules.
• Respond to client inquiries and instructions; coordinate with Product Groups.
• Prepare account review materials and monitor credit reviews.
• Provide admin support to Relationship Manager and Senior RM.
• Ensure client profiles/docs are complete, accurate and up-to-date.

Skills

Client service

Operations support

Sales support

Analytical skills

Communication skills

Education

Bachelor's degree or equivalent

Tools

Globus

RM Workbook

CRM

Helpdesk software

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! You will have the opportunity to work closely with experienced private bankers on new or existing accounts. This position offers a worthwhile challenge, as you will be thoroughly grounded on the fine traditions of private banking and will be able to fully develop your potential as to succeed in this specialised segment of the banking field.

Maintain systems and controls to ensure the Bank comply with rules and regulations in accordance with SFC Code of Conduct and HKMA guidelines by: observing BOS policies and regulations at all times, including code of conduct, suitability, cross border restrictions and relevant ordinances of HK and Singapore; observing internal guidelines and maintaining data confidentiality; understanding the risk profile of the clients; acting as a gatekeeper and ensuring full compliance of sales process, RPQ, annual review of PI, AML, KYC, product mis-matching, etc.; keeping client profiles and documentation complete, accurate and up-to-date; contributing to the team’s compliance standards by briefing new team members (RM and MA) about key procedures including order taking procedures, system access (Globus, RM Workbook, CRM, helpdesk support), business recovery and DR site, client relationship, etc.; ensuring new regulatory/internal policies are implemented and rolled up properly; responding to all clients’ enquiries and instructions, following up on client issues and requests; coordinating with Product Groups, Operations and other functional counterparts; preparing CA and monitoring credit review, line excess, margin call, collateral position, etc.; preparing account review materials for RM or IC review on a regular basis; alerting Relationship Manager and/or respective parties if special actions are required; providing administrative and client support to Relationship Manager/Senior Relationship Manager, including maintaining and updating client transaction records/reports as well as client data (e.g. contact lists, account numbers, facilities details, status of credit reviews/ renewals, etc.), scheduling appointments, preparing correspondences, making travel arrangements, arranging meetings and receptions, producing presentation materials, collecting and preparing product and marketing materials, etc.

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.

Holds a bachelor’s degree, or equivalent. Minimum 3-8 years’ related experience in client service, operations or sales support. Understand the basic mechanism of common financial products and services. Knowledge in credit, sales and marketing is preferable. Analytical, meticulous, sensitive to details and odds. Excellent communication and customer service skills. Fluency in Mandarin is essential for handling GCHK Markets. Distinction on seniority based on years of experience. Possess of regulatory license is required (HKSI Licensing Examination Paper 1, 7 & 8). A good team player; effective communication and computer skills; ability to read Chinese preferable; attention to details and diligent. Preferable for candidates with HKIB Enhanced Competency Framework (ECF) professional qualification.

Let’s build the bank we need for the future we want. Find the best version of yourself in a friendly, supportive team. Build lasting value in your community. Help people grow their assets, business, and investments. Take your learning as far as you can. Or simply enjoy a vibrant, future-ready career. Your Opportunity Starts Here.

Company Overview

As the longest established Singapore bank, formed in 1932 from the merger of three local banks, we have grown from strength to strength to become a regional financial services group. With a deep history in Asia, we offer the most comprehensive coverage across ASEAN and Greater China, complemented with a presence in the leading economies of New York, London and Sydney.

We are the second largest financial services group in Southeast Asia by assets with one of the world’s highest credit rating (Aa1 by Moody’s and AA- by both Fitch and S&P). We offer private banking services through our wholly-owned subsidiary, Bank of Singapore, which operates on a unique open-architecture product platform to source for the best-in-class products to meet its clients’ goals. Our insurance subsidiary, Great Eastern Holdings, is the oldest and most established life insurance group in Singapore and Malaysia.