Assistant Relationship Manager (Manager / AVP)

BANK OF SINGAPORE LIMITED; Singapore; On-site; SGD 50,000 - 80,000; Full time

Job summary

A distinguished financial institution in Singapore seeks a professional to provide extensive administrative and client service support to Relationship Managers within Private Banking. This role requires a minimum of 3-10 years' experience in client servicing and a strong understanding of financial products. The ideal candidate will possess excellent communication skills and a meticulous approach to tasks, thriving in a fast-paced environment. Opportunities for innovation and collaboration across departments are emphasized in this position.

Qualifications

• Minimum 3-10 years of relevant experience in client servicing, operations or sales support.
• Strong understanding of financial products and services.
• Preferably CACS certified.

Responsibilities

• Provide administrative and client service support to Relationship Managers.
• Monitor transactions and activities in client accounts.
• Coordinate with Product Groups and Operations.

Skills

Client servicing

Attention to detail

Interpersonal skills

Communication skills

Innovation mindset

Education

Bachelor degree or diploma from reputable institutions

Job description

Roles & Responsibilities

Responsible for providing administrative and client service support to Relationship Managers (RM) within the front office function servicing Private Banking 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.
• 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 3-10 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.