Relationship Officer (Private Banking)

Bank of China Limited Singapore Branch; Singapore; On-site; SGD 60,000 - 90,000; Full time

Job summary

Bank of China Limited Singapore Branch is seeking a driven professional to support Relationship Managers in maintaining client relationships, servicing accounts, and coordinating marketing initiatives.

You will process client instructions, conduct business analyses, and prepare MIS reports to aid planning and decision making. The role requires a strong mix of client focus, analytics, and marketing know-how.

Qualifications

• Bachelor’s degree in Marketing, Business Administration, Finance, or related field.
• 5 years of relevant experience in financial services, private banking, wealth management, or high-end financial marketing.
• Strong project management and organizational skills; ability to manage multiple priorities.
• Excellent analytical, communication and presentation skills.
• Creative mindset with knowledge of branding, content creation, and digital marketing.
• Proficient in Excel; programming or coding experience preferred.

Responsibilities

• Support Relationship Managers in maintaining client relationships through effective account servicing.
• Provide prompt and professional customer service, addressing client enquiries and requests.
• Process client instructions and monitor client accounts per Private Banking policies.
• Conduct business analysis to identify product opportunities and support growth initiatives.
• Prepare forecasts, performance tracking, and MIS reporting to support planning.
• Coordinate and support client events, campaigns, and business development programs.
• Liaise with internal stakeholders to facilitate execution of business objectives.
• Support Team Head in business management and ad-hoc projects.

Skills

Project management

Organizational skills

Analytical skills

Communication

Presentation skills

Branding and content creation

Digital marketing

Coding knowledge

Education

Bachelor’s degree in Marketing/Business Administration/Finance or related field

Tools

Excel

Job description

• Support Relationship Managers (RMs) in maintaining and strengthening client relationships through effective account servicing and client engagement.
• Provide prompt and professional customer service, addressing client enquiries and requests in a timely manner.
• Process client instructions and monitor client accounts in accordance with Private Banking policies, procedures, and regulatory requirements.
• Conduct business analysis and feasibility assessments to identify product opportunities and support business growth initiatives.
• Prepare business forecasts, performance tracking, and management information to support planning and decision-making.
• Perform Management Information System (MIS) reporting, data management, and management reporting, ensuring the accuracy and integrity of business data.
• Support the administration and monitoring of referral programmes, incentive schemes, sales campaigns, and other business initiatives.
• Coordinate and support client events, marketing activities, and business development programmes.
• Liaise with internal stakeholders across business, operations, compliance, and product teams to facilitate effective execution of business objectives.
• Support the Team Head in business management, reporting, performance monitoring, and other ad-hoc projects and initiatives.

Job Requirements

• Bachelor’s degree in Marketing, Business Administration, Finance, or related field.
• 5 years of relevant experience in financial services, preferably in private banking, wealth management, or high-end financial marketing.
• Strong project management and organizational skills; ability to manage multiple priorities.
• Excellent analytical, communication and presentation skills.
• Creative mindset with solid knowledge of branding, content creation, and digital marketing.
• Proficient in Excel, prior experience with programming or coding is preferred