Private Banking Assistant Relationship Manager

OCBC; Singapore; In loco; SGD 42.000 - 65.000; Tempo pieno

Descrizione del lavoro

Bank of Singapore—part of OCBC Group—is seeking an administrative and client service professional to support Relationship Managers in Private Banking. The role involves handling client inquiries, monitoring account activities, and coordinating with various groups to ensure regulatory compliance while delivering excellent service.

Candidates should have a Bachelor’s degree or diploma, strong MS Office skills (PowerPoint, Excel), and the ability to work in a fast-paced environment.

Competenze

• Bachelor's degree or diploma in a relevant field.
• Strong understanding of financial products and services.
• Excellent interpersonal and client interfacing skills.
• Meticulous with strong attention to details.
• MS Office proficiency, especially PowerPoint and Excel.
• Willingness to collaborate across departments and adapt in a fast-paced environment.
• Chinese language proficiency is required to deal with Chinese clients.

Mansioni

• 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.

Conoscenze

Client servicing

Operations support

Communication skills

Attention to detail

Chinese proficiency

Formazione

Bachelor's degree or Diploma

Strumenti

PowerPoint

Excel

Descrizione del lavoro

Bank of Singapore—part of OCBC Group—is seeking an administrative and client service professional to support Relationship Managers in Private Banking. The role involves handling client inquiries, monitoring account activities, and coordinating with various groups to ensure regulatory compliance while delivering excellent service.

Candidates should have a Bachelor’s degree or diploma, strong MS Office skills (PowerPoint, Excel), and the ability to work in a fast-paced environment.