Assistant Relationship Manager (Assistant Manager/Manager)

BANK OF SINGAPORE LIMITED; Singapore; On-site; SGD 50,000 - 70,000; Full time

Job summary

A leading financial institution in Singapore seeks a Client Service Support professional to assist Relationship Managers within the Private Banking division. Responsibilities include managing client inquiries, monitoring account activities, and performing administrative duties. Ideal candidates will have 2-5 years’ experience in client servicing or operations within financial services, along with a Bachelor's degree and a strong grasp of financial products. The role demands excellent communication skills and attention to detail.

Qualifications

• 2-5 years of relevant experience in client servicing, operations, or sales support within financial institutions.
• Strong understanding of financial products and services.
• Ability to thrive in a fast-paced environment.

Responsibilities

• Provide administrative and client service support to Relationship Managers servicing Private Banking clients.
• Respond to all client enquiries and provide resolutions.
• Monitor transactions and activities in client accounts.

Skills

Client servicing

Strong interpersonal skills

Attention to detail

Problem resolution

Collaboration

Education

Bachelor degree or diploma from reputable institutions

Job description

Responsible for providing administrative and client service support to Relationship Managers (RM) within the front office function servicing Private Banking clients.

Responsbilities

• 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
• 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

• Preferably 2-5 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