Assistant Relationship Manager, Greater China North Asia

Bank of Singapore, Asia’s Global Private Bank; Singapore; On-site; SGD 42,000 - 68,000; Full time

Job summary

Bank of Singapore, Asia’s Global Private Bank, seeks an administrator to provide client service support to Relationship Managers in the Private Banking front office. You will handle client inquiries, monitor accounts, and prepare presentation materials for client engagements.

Applicants should have 3+ years in client servicing or operations within financial institutions, a bachelor degree or diploma, and strong communication with meticulous attention to detail.

Qualifications

• 3+ years of client servicing or operations support in financial institutions.
• Bachelor degree or diploma from a reputable institution.
• Strong interpersonal and communication skills with client-facing experience.

Responsibilities

• Provide administrative and client service support to Relationship Managers servicing Private Banking clients.
• Respond to client inquiries and instructions; provide resolutions to most issues.
• Monitor transactions and activities in client accounts.
• Support RMs in the provision of financial advisory services to clients.
• Maintain client data and reports (contact lists, account numbers, facilities details, etc.).
• Handle scheduling, correspondence, travel arrangements, meetings and presentation materials.
• Coordinate with Product Groups, Operations and other areas as necessary.
• Ensure adherence to internal and external regulations and policies.

Skills

Client servicing

Communication skills

Attention to detail

Team collaboration

Customer focus

Education

Bachelor degree or diploma

Tools

CRM software

MS Office

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 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
• Chinese proficiency is required as this role is required to deal with Chinese clients