Assistant Relationship Manager (North Asia)

ca indosuez (switzerland) sa; Singapore; On-site; SGD 60,000 - 90,000; Full time

Job summary

ca indosuez (switzerland) sa is seeking a Wealth Management generalist to support one or more Relationship Managers as a CSO/ARM within the EAM Desk, handling administrative and operational management of client portfolios. You will discharge responsibilities in full compliance with the Bank’s Code of Conduct and Procedures.

The role requires a university degree and CACS Paper 1 and 2, with 5–10 years’ experience in client servicing or sales operations.

Qualifications

• University degree or equivalent.
• CACS Papers 1 & 2 are required.

Responsibilities

• Open accounts, prepare documentation and instructions.
• Process credit approvals, investment and deposit transactions.
• Execute clients’ instructions.
• Effect transactions and inform RMs and clients of irregularities.
• Ensure private banking transactions comply with policies and legal requirements.
• Be the key contact for client enquiries on daily operations.
• Conduct controls-related duties (e.g., call-backs).
• Take on additional tasks as assigned.

Skills

Client servicing

Sales operations

Chinese language

English language

Interpersonal skills

Education

University degree

CACS Papers 1 & 2

Job description

As a Wealth Management generalist, the Client Service Officer (CSO) / Assistant Relationship Manager (ARM) works within a CSO team under the responsibility of a Client Service Manager (CSM) whereby the team works within the EAM Desk. You will be supporting supporting one or more Relationship Managers (RM) in the administrative and operational management of their clientele portfolios.

Key Responsibilities:

To discharge his/her following responsibilities in full compliance with the Bank’s Code of Conduct and Procedures:

• Open accounts, prepare documentation and general instructions;
• Process credit approvals, investment and deposit transactions;
• Execute clients’ instructions;
• Effect transactions on behalf of clients and informs relationship managers and clients of any irregularities according to account documentation or general instruction;
• Ensure that private banking transactions comply with the Bank’s policies and legal requirements;
• Key contact for clients’ enquires on daily operational basis;
• Conduct controls-related duties (eg. call-back, etc); and
• Assume any other tasks as assigned.

Key Requirements

• University degree or equivalent
• Additional certification such as CACS Paper 1 and 2 is required
• 5-10 years of relevant experience in client servicing and/or sales operations, private banking experience will be an advantage
• Good communication and interpersonal skills.
• Ability to work under stressful and fast pace environment
• Customer oriented, self-motivated and meticulous
• Strong written and verbal communication skills in English, as well as Chinese due to market coverage which requires regular dealings with native-speaking clients across North Asia/Greater China region.