Private Banking Client Services & RM Support

Bank of Singapore Limited; Singapore; On-site; SGD 42,000 - 60,000; Full time

Job summary

Bank of Singapore is seeking an administrative and client service professional to support Relationship Managers within Private Banking. You will handle client inquiries, coordinate with product groups and operations, and ensure accurate data and reports while maintaining high service standards.

The role requires 1–3 years in client servicing or operations, a bachelor’s degree or diploma, strong MS Office skills, and the ability to work across departments in a fast-paced environment.

Qualifications

• Minimum 1-3 years of relevant experience in client servicing, operations or sales support within financial institutions.
• Bachelor degree or diploma holder.
• Strong understanding of financial products and services.
• Excellent interpersonal, communication and client interfacing skills.
• Meticulous, strong attention to details.
• Strong Microsoft Office skills – specifically in PowerPoint and Excel.
• 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 required to deal with Chinese clients.

Responsibilities

• Provide administrative and client service support to Relationship Managers within the front office function servicing Private Banking clients.
• Respond to client enquiries 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

Interpersonal skills

Communication skills

Client servicing

Team collaboration

Education

Bachelor degree or diploma

Tools

Microsoft Office

PowerPoint

Excel

Job description

Bank of Singapore is seeking an administrative and client service professional to support Relationship Managers within Private Banking. You will handle client inquiries, coordinate with product groups and operations, and ensure accurate data and reports while maintaining high service standards.

The role requires 1–3 years in client servicing or operations, a bachelor’s degree or diploma, strong MS Office skills, and the ability to work across departments in a fast-paced environment.