Assistant Relationship Manager, Greater China North Asia

Bank of Singapore Limited; Singapore; On-site; SGD 50,000 - 70,000; Full time

Job summary

Bank of Singapore Limited is seeking an experienced admin and client service professional to support Relationship Managers in the Private Banking front office. You will handle client enquiries, monitor accounts, assist with financial advisory support, and manage data, scheduling, and presentations to ensure smooth client service delivery.

The role requires at least 3 years in client servicing or sales support within financial institutions, a bachelor or diploma, and strong communication skills

Qualifications

• 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 with strong attention to detail.
• Possess future oriented mindset, able to innovate and adapt to changes.
• Preferably CACS certified.
• Chinese proficiency is required as this role deals with Chinese clients.

Responsibilities

• Provide administrative and client service support to Relationship Managers servicing Private Banking clients.
• Respond to client enquiries and instructions and provide resolutions to 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 (contact lists, account numbers, facilities details, etc).
• Handle scheduling of appointments, preparing correspondences, travel arrangements, meetings and receptions, producing presentation materials.
• Coordinate with Product Groups, Operations and other functions as necessary.
• Ensure adherence to internal and external regulations and policies at all times.

Skills

Client servicing

Operations support

Sales support

Interpersonal skills

Chinese language

Education

Bachelor degree

Diploma

Tools

CRM software

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 requiredto deal with Chinese clients