Private Banking Assistant Relationship Manager — Client Services

OCBC; Singapore; On-site; SGD 48,000 - 68,000; Full time

Job summary

Bank of Singapore is seeking a capable administrator to provide frontline support to Relationship Managers servicing Private Banking clients in Singapore.

You will respond to client inquiries, monitor transactions, prepare presentations, and coordinate with Product Groups and Operations, while ensuring compliance and data accuracy. The role requires at least 3 years in client servicing or operations and a Bachelor or Diploma, with strong communication and Chinese language proficiency.

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
• Chinese proficiency is required as this role is requiredto deal with Chinese clients

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

Skills

Client servicing

Operations support

Financial products

Interpersonal skills

Team collaboration

Education

Bachelor's degree or Diploma

Job description

Bank of Singapore is seeking a capable administrator to provide frontline support to Relationship Managers servicing Private Banking clients in Singapore.

You will respond to client inquiries, monitor transactions, prepare presentations, and coordinate with Product Groups and Operations, while ensuring compliance and data accuracy. The role requires at least 3 years in client servicing or operations and a Bachelor or Diploma, with strong communication and Chinese language proficiency.