Private Banking Client Services Specialist

Bank of Singapore, Asia’s Global Private Bank; Singapore; On-site; SGD 60,000 - 90,000; Full time

Job summary

Bank of Singapore is seeking a diligent professional to provide administrative and client service support to Relationship Managers in the Private Banking front office. You will respond to client inquiries, monitor transactions, and maintain client data while coordinating with Product Groups and Operations.

The role requires at least 3 years of experience in client servicing within financial institutions and a Bachelor's degree or diploma.

Qualifications

• 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
• Minimum 3 years of relevant experience in client servicing, operations or sales support within financial institutions
• Bachelor's 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, 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
• Minimum 3 years of relevant experience in client servicing, operations or sales support within financial institutions

Skills

Interpersonal skills

Communication skills

Client interfacing

Understanding of financial products

Attention to detail

Team collaboration

Resilience in fast-paced environment

CACS certification

Education

Bachelor's degree or diploma

Job description

Bank of Singapore is seeking a diligent professional to provide administrative and client service support to Relationship Managers in the Private Banking front office. You will respond to client inquiries, monitor transactions, and maintain client data while coordinating with Product Groups and Operations.

The role requires at least 3 years of experience in client servicing within financial institutions and a Bachelor's degree or diploma.