Assistant Relationship Manager

Bank of Singapore Limited; Hong Kong; On-site; HKD 360,000 - 600,000; Full time

Job summary

Bank of Singapore Limited is seeking a client services professional to support private banking activities. You will handle client inquiries, maintain documentation, and coordinate with Product Groups, Operations and RM teams to ensure regulatory compliance and smooth account management.

The role requires 3–8 years in client service or sales support, Mandarin fluency, and familiarity with HKMA/SFC guidelines.

Qualifications

• Bachelor's degree or equivalent required.
• 3–8 years of related experience in client service, operations or sales support.
• Fluency in Mandarin is essential for handling GCHK Markets.
• Regulatory knowledge and HKMA/MRC awareness preferable.
• Regulatory licenses: HKSI Paper 1, 7 & 8 required.
• Strong communication and customer service skills.

Responsibilities

• Maintain systems and controls to ensure compliance with SFC, HKMA and internal policies; act as a gatekeeper for sales processes.
• Respond to client enquiries, follow up on instructions, and coordinate with Product Groups, Operations and other teams.
• Prepare CA and monitor credit reviews, line excess, margin calls and collateral positions.
• Prepare account review materials for RM or IC review on a regular basis.
• Provide administrative and client support to RM/SRM; maintain client data, schedule meetings, prepare correspondences and presentations.

Skills

Client service

Regulatory awareness

Communication skills

Attention to detail

Analytical thinking

Mandarin fluency

Education

Bachelor's degree or equivalent

Tools

Globus

CRM

RM Workbook

MS Office

Job description

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!

Bank of Singapore opens doors to new opportunities.

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, include 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 ensure 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 include 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.
• Respond to all clients' enquiries and instructions, follow up on client issues and requests.
• Coordinate with Product Groups, Operations and other functional counterparts.
• Prepare CA and monitor credit review, line excess, margin call, collateral position, etc.
• Prepare account review materials for RM or IC review on a regular basis.
• Alert Relationship Manager and/or respective parties should special actions be required.
• Provide administrative and client support to Relationship Manager/Senior Relationship Manager, include 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.

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

• 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