Private Banking Assistant RM — Client Focus

ocbc; Singapore; On-site; SGD 42,000 - 70,000; Full time

Job summary

Bank of Singapore is seeking a capable administrator to support Relationship Managers within the Private Banking front office. You will handle client inquiries, maintain data, prepare presentations, and coordinate across Product Groups, Operations and other teams.

The role requires a bachelor's degree or diploma, at least 3 years in client servicing or operations in financial institutions, strong communication, attention to detail and resilience in a fast-paced setting.

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

• Responsible for providing administrative and client service support to Relationship Managers (RM) within the front office function servicing Private Banking clients
• 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

Communication skills

Team collaboration

Attention to detail

Education

Bachelor's degree or Diploma

Job description

Bank of Singapore is seeking a capable administrator to support Relationship Managers within the Private Banking front office. You will handle client inquiries, maintain data, prepare presentations, and coordinate across Product Groups, Operations and other teams.

The role requires a bachelor's degree or diploma, at least 3 years in client servicing or operations in financial institutions, strong communication, attention to detail and resilience in a fast-paced setting.