Assistant Relationship Manager, Financial Intermediaries

Bank of Singapore, Asia’s Global Private Bank; Singapore; On-site; SGD 39,000 - 56,000; Full time

Job summary

Bank of Singapore is seeking an Administrative and Client Service specialist to support Relationship Managers in Private Banking. You will handle inquiries, monitor accounts, prepare presentations and coordinate with product groups and operations to ensure smooth service.

The role requires 1–3 years of relevant experience, a bachelor’s degree or diploma, strong communication, attention to detail, and proficiency in PowerPoint and Excel.

Qualifications

• 1–3 years of client servicing, operations or sales support experience in financial institutions.
• Bachelor degree or diploma holder.
• Strong understanding of financial products and services.
• Excellent interpersonal, communication and client interfacing skills.
• Meticulous with strong attention to detail.
• Strong MS Office skills, esp. PowerPoint and Excel.
• Future oriented mindset with adaptability to change.
• Collaborate effectively across departments.
• Ability to thrive in a fast-paced environment with empathy.
• Chinese proficiency required; CACS certification preferred.

Responsibilities

• Provide administrative and client service support to Relationship Managers servicing Private Banking clients.
• Respond to 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

MS Office

PowerPoint

Excel

Communication skills

Attention to detail

Education

Bachelor 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!

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 required to deal with Chinese clients