Assistant Relationship Manager (Assistant Manager / Manager)

BANK OF SINGAPORE LIMITEDD01 Cecil, Marina, People’s Park, Raffles Place, SG

2 days ago

Job description

Roles & Responsibilities

Responsible for providing administrative and client service support to Relationship Managers (RM) within the front office function servicing Private Banking clients.

Responsbilities :

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
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

Requirements :

Preferably 2-5 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

Tell employers what skills you have

Wealth Management

Front Office

Ingredients

Microsoft Excel

CACS

Private Banking

client servicing

Attention to Details

Executing trades

Banking

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Relationship Manager • D01 Cecil, Marina, People’s Park, Raffles Place, SG