Private Banking Assistant RM – Client Services

Bank of Singapore Limited; Singapore; On-site; SGD 60,000 - 120,000; Full time

Job summary

Bank of Singapore seeks an experienced administrator to support Relationship Managers in the Private Banking front office. You will handle client inquiries, monitor accounts and assist with financial advisory services.

Role requires at least 3 years in client servicing or sales support within financial institutions, strong communication, 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.
• Strong interpersonal, communication and client interfacing skills.
• Meticulous with strong attention to detail and ability to adapt to changes.

Responsibilities

• Provide 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

Account management

Interpersonal skills

Communication skills

Education

Bachelor's degree or diploma

Job description

Bank of Singapore seeks an experienced administrator to support Relationship Managers in the Private Banking front office. You will handle client inquiries, monitor accounts and assist with financial advisory services.

Role requires at least 3 years in client servicing or sales support within financial institutions, strong communication, and meticulous attention to detail in a fast-paced environment.