Assistant Relationship Manager, Global South Asia

OCBC company

Singapore

On-site

SGD 50,000 - 70,000

Full time

14 days+
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Benefits offered by this job

Attractive remuneration packages
Non-financial benefits
Opportunities for professional development

Job summary

OCBC company in Singapore is seeking a dedicated professional for administrative and client service support within Private Banking. The role involves helping Relationship Managers with client transactions, maintaining client data, and responding to inquiries. The ideal candidate should possess a Bachelor degree and at least 3 years of relevant experience in client servicing, with strong communication and attention to detail, as well as a desire to innovate in a fast-paced environment.

Qualifications

  • Minimum 3 years of relevant experience in client servicing, operations or sales support within financial institutions.
  • Strong understanding of financial products and services.
  • CACS certification is preferred.

Responsibilities

  • Provide administrative and client service support to Relationship Managers.
  • Monitor transactions and activities in client accounts.
  • Handle scheduling of appointments and travel arrangements.

Skills

Client servicing
Strong communication skills
Attention to detail
Ability to innovate

Education

Bachelor degree or diploma from reputable institutions

Job description

You may choose to display a cookie banner on the external site. You must specify the message in the cookie banner and may add a link to a relevant policy. If you are unfamiliar with these requirements, please seek the advice of legal counsel.You are about to enter websites controlled or offered by third parties. OCBC hereby disclaims liability for any information, materials, products or services posted or offered at any of these third party web-sites. By creating a link to these third party web-sites, OCBC does not endorse or recommend any products or services offered or information contained on those web-sites or information fed by these third parties nor is OCBC liable for any failure of products or services offered or advertised at any of these third party web-sites. OCBC Group shall in no event be liable for any damages, loss or expense including without limitation, direct, indirect, special, or consequential damage, or economic loss arising from or in connection with any use of or access to any other website linked to this website, any system, server or connection failure, error, omission, interruption, delay in transmission, or computer virus and any services, products, information, data, software or other material obtained from this website or from any other website linked to this website. Any hyperlinks to any other websites are not an endorsement or verification of such websites and such websites should only be accessed at the user’s own risks. This exclusion clause shall take effect to the fullest extent permitted by law.You further consent to Oversea-Chinese Banking Corporation Limited, its related corporations (collectively, the "OCBC Group"), and their respective business partners and agents (collectively, the “OCBC Representatives”) collecting, using and disclosing your personal data for purposes reasonably required by the OCBC Group and the OCBC Representatives to enable them to process your employment application and assess your suitability for the position which you are applying for. Such purposes are set out in a Data Protection Policy, which is accessible at www.ocbc.com/policies or available on request and which you confirm you have read and understood.**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 3 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
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