Private Banking ARM/CSO

Recruit Ave; Singapore; On-site; SGD 80,000 - 120,000; Full time

Job summary

Recruit Ave in Singapore is seeking an articulate ARM support professional to assist Relationship Managers in developing client relationships, handling inquiries, and delivering timely service. You will help with onboarding, documentation, and market research to support investment recommendations and client presentations.

You will also monitor portfolios, provide updates on performance and market trends, and collaborate with compliance, operations, and credit to ensure a seamless client

Qualifications

• Bachelor's degree in Finance, Business, or related field.
• Minimum 2 years ARM experience in private banking or priority banking.
• Must have CACS certifications.
• Strong knowledge of financial products and services.
• Excellent communication and interpersonal skills, with the ability to build rapport with clients and colleagues.
• Detail-oriented with strong organizational and time-management skills.
• Proficient in Microsoft Office Suite (Excel, PowerPoint, Word) and experience with banking software systems.

Responsibilities

• Assist Relationship Managers in managing and developing client relationships.
• Prepare and maintain client documentation, ensuring regulatory compliance.
• Conduct market research and prepare reports to support investment recommendations and client presentations.
• Facilitate onboarding process for new clients, ensuring documentation is completed accurately.
• Monitor client portfolios and provide regular updates on performance, market trends, and opportunities.
• Coordinate with compliance, operations, and credit to ensure seamless service delivery.
• Support organization and execution of client events and meetings to enhance engagement.
• Assist in development and implementation of marketing strategies to attract new clients and retain existing ones.

Skills

Relationship management

Communication

Interpersonal skills

Organizational skills

Time management

Education

Bachelor's degree in Finance/Business

Tools

Microsoft Office Suite

Banking software systems

Job description

• Assist Relationship Managers in managing and developing client relationships by providing timely and accurate support on client requests and inquiries.
• Prepare and maintain client documentation, ensuring compliance with regulatory requirements and internal policies.
• Conduct market research and prepare reports to support investment recommendations and client presentations.
• Facilitate the onboarding process for new clients, ensuring all necessary documentation is completed accurately and efficiently.
• Monitor client portfolios and provide regular updates on performance, market trends, and potential investment opportunities.
• Coordinate with internal departments, including compliance, operations, and credit, to ensure seamless service delivery.
• Support the organization and execution of client events and meetings to enhance client engagement and relationship building.
• Assist in the development and implementation of marketing strategies to attract new clients and retain existing ones.

Requirements:

• Bachelor's degree in Finance, Business, or a related field.
• Min 2 years of ARM experience in private banking or priority banking
• Must have CACS certifications.
• Strong knowledge of financial products and services.
• Excellent communication and interpersonal skills, with the ability to build rapport with clients and colleagues.
• Detail-oriented with strong organizational and time-management skills.
• Proficient in Microsoft Office Suite (Excel, PowerPoint, Word) and experience with banking software systems.
• Ability to work independently and collaboratively within a team environment.