Assistant Relationship Manager (North Asia)

Indosuez Wealth Management; Singapore; On-site; SGD 90,000 - 130,000; Full time

Job summary

Indosuez Wealth Management in Singapore seeks a Wealth Management Client Service Officer to support Relationship Managers in the administration and operations of client portfolios. The role focuses on opening accounts, processing transactions, and ensuring compliance with bank policies and regulatory requirements.

The ideal candidate holds a university degree, has 5–10 years of experience in client servicing or sales operations, and demonstrates strong English (and Chinese) communication skills,

Qualifications

• University degree or equivalent
• CACS Paper 1 and 2 required
• 5-10 years of experience in client servicing or sales operations
• Private banking experience advantageous
• Strong communication and interpersonal skills

Responsibilities

• Open accounts, prepare documentation and instructions.
• Process credit approvals, investments and deposits.
• Execute clients’ instructions.
• Inform RMs and clients of irregularities.
• Ensure private banking transactions comply with policies and law.
• Handle daily client inquiries.
• conduct controls-related duties (eg. call-back)
• Assume other tasks as assigned.

Skills

Communication skills

Interpersonal skills

Customer focus

Stress management

English proficiency

Chinese proficiency

Education

University degree or equivalent

CACS Paper 1 and 2

Job description

As a Wealth Management generalist, the Client Service Officer (CSO) works within a CSO team under the responsibility of a Client Service Manager (CSM) whereby the team works with a specific Wealth Management Zone. He/she supports a/several Relationship Manager(s) (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.