Associate Relationship Manager (Private Banking - CACS Paper 1 & 2 )

CAREER STORY PTE. LTD.; Singapore; On-site; SGD 60,000 - 100,000; Full time

Job summary

CAREER STORY PTE. LTD. seeks an Associate Relationship Manager (ARM) to support Relationship Managers in serving Private Banking clients in Singapore. The role covers sales, client service, and administrative tasks, ensuring smooth service delivery and contributing to business objectives.

The ARM will work with 2-3 RMs, assist onboarding and account servicing, handle transactions, and help grow assets under management while ensuring compliance with bank policies and regulations.

Qualifications

• Experience in private banking or financial services is preferred, though not required.
• Strong interpersonal and communication skills to build and maintain client relationships.
• Detail-oriented with strong administrative and organizational skills.
• Ability to work independently and as part of a team to achieve business objectives.

Responsibilities

• Engage with clients to deepen relationships and enhance satisfaction, contributing to long-term client retention.
• Assist RMs in onboarding of new clients and managing account servicing needs.
• Handle transaction processing, report generation, and manage sales/account information in line with bank policies.
• Support the development of Assets Under Management (AUM) by cross-selling products and referring opportunities to RMs.
• Ensure actions comply with internal controls and regulatory requirements, maintaining high service standards.
• Act as back-up for RM to ensure uninterrupted client service and operational continuity.

Skills

Interpersonal skills

Communication skills

Administrative skills

Attention to detail

Education

Experience in private banking or financial services

Job description

This is a perm hire role for one of our client in the Banking Sector

Associate Relationship Manager (ARM)

Required: Passed CACS Paper 1 & 2

Job Scope

The Associate Relationship Manager (ARM) plays a critical support role in assisting Relationship Managers (RMs) to effectively manage Private Banking clients.

This position encompasses a wide range of activities, including sales, customer service, and administration, ensuring seamless service delivery to clients and supporting RMs in meeting business objectives

Job Description

• Client Relationship Management: Engage with clients to deepen relationships and enhance satisfaction, contributing to long-term client retention.
• Support for Client Onboarding & Account Servicing: Assist RMs in the onboarding of new clients and managing account servicing needs, ensuring a smooth and efficient process.
• Administrative Support: Handle transaction processing, report generation, and manage sales/account information, all while adhering to bank policies and regulatory requirements.
• Sales & Cross-Selling: Support the development of Assets Under Management (AUM) by cross-selling products and referring account opportunities to RMs.
• Compliance & Risk Management: Ensure all actions align with internal controls, external regulations, and compliance standards, maintaining the highest level of service.
• Backup for RM: In the absence of an RM, act as the back-up to ensure uninterrupted client service and operational consistency.

Qualifications & Educational Requirement

• Experience in private banking or financial services is preferred, though not required.
• Strong interpersonal and communication skills to build and maintain client relationships.
• Detail-oriented with strong administrative and organizational skills.
• Ability to work independently and as part of a team to achieve business objectives.

Additional Information:

The ARM will typically support 2-3 RMs, based on rank, tenure, and experience level.

The position offers opportunities for professional growth within Private Banking and is an integral part of the client relationship team.

Be part of one of the fastest growing bank in Singapore.