Private Banking Client Services Associate

bank of singapore limited; Singapore; On-site; SGD 60,000 - 90,000; Full time

Job summary

Bank of Singapore is seeking a capable client servicing professional to provide administrative and service support to Relationship Managers in Private Banking. You will respond to client inquiries, monitor account activity, and assist with financial advisory support.

The role emphasizes accuracy, collaboration across departments, and adherence to regulatory requirements 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 and facilities details.
• Handle scheduling, correspondences, travel arrangements, meetings and presentations.
• 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

Communication

Detail-oriented

Team collaboration

Empathy

Resilience

Education

Bachelor degree or diploma

Job description

Bank of Singapore is seeking a capable client servicing professional to provide administrative and service support to Relationship Managers in Private Banking. You will respond to client inquiries, monitor account activity, and assist with financial advisory support.

The role emphasizes accuracy, collaboration across departments, and adherence to regulatory requirements in a fast-paced environment.