Private Banking Assistant RM, Greater China

Bank of Singapore Limited; Singapore; In loco; SGD 50.000 - 70.000; Tempo pieno

Descrizione del lavoro

Bank of Singapore Limited is seeking an experienced admin and client service professional to support Relationship Managers in the Private Banking front office. You will handle client enquiries, monitor accounts, assist with financial advisory support, and manage data, scheduling, and presentations to ensure smooth client service delivery.

The role requires at least 3 years in client servicing or sales support within financial institutions, a bachelor or diploma, and strong communication skills

Competenze

• 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 with strong attention to detail.
• Possess future oriented mindset, able to innovate and adapt to changes.
• Preferably CACS certified.
• Chinese proficiency is required as this role deals with Chinese clients.

Mansioni

• Provide administrative and client service support to Relationship Managers servicing Private Banking clients.
• Respond to client enquiries and instructions and provide resolutions to 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 (contact lists, account numbers, facilities details, etc).
• Handle scheduling of appointments, preparing correspondences, travel arrangements, meetings and receptions, producing presentation materials.
• Coordinate with Product Groups, Operations and other functions as necessary.
• Ensure adherence to internal and external regulations and policies at all times.

Conoscenze

Client servicing

Operations support

Sales support

Interpersonal skills

Chinese language

Formazione

Bachelor degree

Diploma

Strumenti

CRM software

Descrizione del lavoro

Bank of Singapore Limited is seeking an experienced admin and client service professional to support Relationship Managers in the Private Banking front office. You will handle client enquiries, monitor accounts, assist with financial advisory support, and manage data, scheduling, and presentations to ensure smooth client service delivery.

The role requires at least 3 years in client servicing or sales support within financial institutions, a bachelor or diploma, and strong communication skills