Associate Relationship Manager (Private Banking | CACS Paper 1 & 2 ) - Perm Role | CSBU04

Roles & Responsibilities

Associate Relationship Manager (ARM)

Passed CACS Paper 1 & 2

Job Overview :

The Associate Relationship Manager (ARM) plays a critical support role in assisting Relationship Managers (RMs) to effectively manage Private Banking clients. This position encompasses a wide range of activities, including sales, customer service, and administration, ensuring seamless service delivery to clients and supporting RMs in meeting business objectives.

Key Responsibilities :

Client Relationship Management : Engage with clients to deepen relationships and enhance satisfaction, contributing to long-term client retention.

Support for Client Onboarding & Account Servicing : Assist RMs in the onboarding of new clients and managing account servicing needs, ensuring a smooth and efficient process.

Administrative Support : Handle transaction processing, report generation, and manage sales / account information, all while adhering to bank policies and regulatory requirements.

Sales & Cross-Selling : Support the development of Assets Under Management (AUM) by cross-selling products and referring account opportunities to RMs.

Compliance & Risk Management : Ensure all actions align with internal controls, external regulations, and compliance standards, maintaining the highest level of service.

Backup for RM : In the absence of an RM, act as the back-up to ensure uninterrupted client service and operational consistency.

Qualifications :

Experience in private banking or financial services is preferred, though not required.

Strong interpersonal and communication skills to build and maintain client relationships.

Detail-oriented with strong administrative and organizational skills.

Ability to work independently and as part of a team to achieve business objectives.

Additional Information :

The ARM will typically support 2-3 RMs, based on rank, tenure, and experience level.

The position offers opportunities for professional growth within Private Banking and is an integral part of the client relationship team.

Be part of one of the fastest growing bank in Singapore.

Interested applicants, please click "APPLY NOW"

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Joselito || EA Registration : R25126580

Tell employers what skills you have

Audit and Compliance

Transaction Processing

Middle Office

Ability To Work Independently

ARM

Relationship Management

Private Banking

Risk Management

Internal Controls

Account Servicing

Project Finance

Administrative Support

Regulatory Requirements

Customer Service

Financial Services

Service Delivery