Private Banking Assistant Relationship Manager

Bank of Singapore Limited; Singapore; On-site; SGD 58,000 - 87,000; Full time

Job summary

Bank of Singapore is seeking an experienced client servicing professional to support Relationship Managers in Private Banking. You will handle client enquiries, monitor account activities and assist with financial advisory support, ensuring compliance and data accuracy across departments.

The role requires 3+ years in financial services, strong communication skills and meticulous attention to detail in a fast-paced environment.

Qualifications

• Minimum 3 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.
• Excellent interpersonal, communication and client interfacing skills.
• Meticulous, strong attention to details.
• Possess future oriented mindset, strive to innovate and adapt to changes.
• Strong understanding of inter-dependencies within the team and able to collaborate effectively across departments.
• Ability to thrive in a fast paced environment and remain empathetic, passionate and resilient.
• Preferably CACS certified.

Responsibilities

• 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.

Education

Bachelor degree or diploma from reputable institutions

Job description

Bank of Singapore is seeking an experienced client servicing professional to support Relationship Managers in Private Banking. You will handle client enquiries, monitor account activities and assist with financial advisory support, ensuring compliance and data accuracy across departments.

The role requires 3+ years in financial services, strong communication skills and meticulous attention to detail in a fast-paced environment.