Client Services Manager | Private Banking

The Bank of East Asia (BEA); Singapore; Vor Ort; SGD 42.000 - 64.000; Vollzeit

Zusammenfassung

The Bank of East Asia (BEA) Singapore is seeking a capable Private Banking Assistant to support senior Relationship Managers in delivering first-class private banking services to clients. You will respond to client inquiries on markets and accounts, prepare account opening documents, and help with processing securities orders, credit proposals, and loan reviews.

A Bachelor’s degree, CACS papers, and at least five years’ private banking experience are preferred; strong English and Chinese skills

Qualifikationen

• Bachelor's degree preferred.
• Possesses CACS Paper 1 and 2.
• Minimum 5 years’ relevant experience, preferably in Private Banking.
• Good knowledge of banking procedures.
• Sound knowledge of credit and investment products.
• Good team player.
• Excellent command in written and spoken English and Chinese.
• Excellent presentation and communication skills.

Aufgaben

• To assist senior Relationship Managers in providing private banking service to clients.
• To answer client enquiries on financial markets and account information in a polite and professional manner.
• To provide first-class customer service which meet regulatory guidelines as well as the Bank.
• To recommend products and services to meet customer needs and risk profiles with clear information.
• To provide professional and appropriate advice in customers' best interests.
• To prepare documentation for opening of new client accounts.
• To assist senior Relationship Managers in taking client orders for securities and other banking transactions.
• To assist senior Relationship Managers in preparing credit proposals, amendments and reviews.
• To monitor remittance, loans and deposits and securities transactions pending settlement.
• To assist daily monitoring of collateral and loan positions for all credit facilities.
• To maintain and safekeeping client records and files.

Kenntnisse

English & Chinese

Team player

Presentation skills

Communication skills

Ausbildung

Bachelor’s / University degree preferred

CACS Paper 1 & 2

Jobbeschreibung

• To assist senior Relationship Managers in providing private banking service to clients
• To answer client enquiries on financial markets and account information in a polite and professional manner
• To provide first-class customer service which meet the standards/requirements/guidelines prescribed by all concerned regulators as well as the Bank
• To recommend products and services to meet the needs, risk profiles and affordability of customers whom will be provided with clear and accurate information and kept informed throughout and after the sales process
• To provide professional and appropriate advice in the best interests of customers and with regard to their unique circumstances
• To disclose claim, redress and compliant procedures throughout and after the sales process, and upon request
• To prepare documentation for opening of new client accounts
• To assist senior Relationship Managers to take clients’ orders for securities investment and other banking transactions
• To assist senior Relationship Managers in preparing credit proposals, credit amendments and credit reviews
• To monitor remittance, loans and deposits, and securities investment transactions pending for settlement upon value day
• To assist senior Relationship Managers in the daily monitoring of collateral and loan positions for all credit facilities
• To be responsible for maintaining and safekeeping client records and files

Requirements

• Bachelor’s / University degree preferred
• Possesses CACS paper 1 and 2
• Minimum 5 years’ of relevant working experience, preferably in Private Banking
• Good knowledge of banking procedures
• Sound knowledge of credit and investment products
• Good team player
• Excellent command in written and spoken English and Chinese
• Excellent presentation and communication skill