Assistant Relationship Manager, Financial Intermediaries

OCBC; Singapore; On-site; SGD 42,000 - 65,000; Full time

Job summary

Bank of Singapore—part of OCBC Group—is seeking an administrative and client service professional to support Relationship Managers in Private Banking. The role involves handling client inquiries, monitoring account activities, and coordinating with various groups to ensure regulatory compliance while delivering excellent service.

Candidates should have a Bachelor’s degree or diploma, strong MS Office skills (PowerPoint, Excel), and the ability to work in a fast-paced environment.

Qualifications

• Bachelor's degree or diploma in a relevant field.
• Strong understanding of financial products and services.
• Excellent interpersonal and client interfacing skills.
• Meticulous with strong attention to details.
• MS Office proficiency, especially PowerPoint and Excel.
• Willingness to collaborate across departments and adapt in a fast-paced environment.
• Chinese language proficiency is required to deal with Chinese clients.

Responsibilities

• 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.

Skills

Client servicing

Operations support

Communication skills

Attention to detail

Chinese proficiency

Education

Bachelor's degree or Diploma

Tools

PowerPoint

Excel

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!

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 1-3 years of relevant experience in client servicing, operations or sales support within financial institutions
• Bachelor degree or diploma holder
• Strong understanding of financial products and services
• Excellent interpersonal, communication and client interfacing skills
• Meticulous, strong attention to details
• Strong Microsoft office skills - specifically in Powerpoint and Excel
• 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
• Chinese proficiency is required as this role is requiredto deal with Chinese clients