Assistant Relationship Manager (Private Banking)

GOOD JOB CREATIONS (SINGAPORE) PTE. LTD.; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A leading financial services firm in Singapore seeks a dedicated administrative support professional to assist Relationship Managers in servicing Private Banking clients. The ideal candidate has a minimum of 2 years' relevant experience in client servicing within financial institutions. Key responsibilities include handling client enquiries, monitoring transactions, and providing operational support to ensure efficient service delivery. Strong attention to detail and a good understanding of financial products are essential. Join a dynamic team committed to client excellence.

Qualifications

• Minimum 2 years of relevant experience in client servicing, operations or sales support within financial institutions.

Responsibilities

• Provide administrative and client service support to Relationship Managers.
• Respond to client enquiries and provide resolutions.
• Monitor transactions and activities in client accounts.
• Support financial advisory services to clients.
• Maintain client data and reports.
• Handle administrative duties including scheduling and preparing materials.
• Coordinate with Product Groups and Operations.
• Ensure adherence to regulations and policies.

Skills

Client servicing

Operations support

Attention to detail

Strong understanding of financial products

Education

Bachelor degree or diploma from reputable institutions

Job description

Responsibilites:

• 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 2 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
• Meticulous, strong attention to details