Assistant Relationship Manager, Financial - Singapore - Bank of Singapore

Bank of Singapore

Verified Company

Singapore

1 week ago

Posted by:

Wei Jie

beBee Recruiter

Description

Assistant Relationship Manager, Financial Intermediaries
-
(240000FN
)

Description

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

Qualifications

Minimum 35 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 interdependencies within the team and able to collaborate effectively across departments
Ability to thrive in a fast paced environment and remain empathetic, passionate and resilien
Preferably CACS certified
Chinese proficiency is required as this role is required to deal with Chinese clients

Primary Location:

Singapore

Job:

Marketing Associate

Organization:

Bank of Singapore Division

Schedule:

Permanent

:
Full-time

Job Posting:
09-Apr-2024, 2:36:42 AM