- Drive cash and deposit base and push utilization for Portfolio Clients mainly in Transaction Banking
- Provide fundamental and effective support to Relationship Managers (RMs) covering all phases of client relationship building and account management.
- Ensure timely execution of clients' transactions and liaison with various internal stakeholders to resolve any issues or queries.
- Assist RMs in daily maintenance of accounts and operational matters relating to clients' deposit accounts, loans and/or trade facilities. This includes following up on clients' instructions and to facilitate loan disbursement and rollover matters.
- Perform KYC (customer due diligence) for new-to-bank client onboardings and/or annual periodic reviews in adherence to compliance regulations and internal policies.
- Participate in projects, lead and conduct client calls independently on Bank's documentary requirements.
- Act as a point of contact for client inquiries and request; help resolve client issues and escalate when necessary.
- Contribute to client's process and service improvement initiatives to ensuring a smooth client experience.
- Assist with marketing activities and business development effort.
- Organize and support client events.
- Handle any other ad-hoc tasks assigned by RM.
- Degree in Banking / Finance / Business
- Minimum 2 to 5 years of working experience in a banking service role
- Knowledge of corporate banking products will be an advantage
- Familiarity with KYC/AML procedures
- Service-oriented with good communication, interpersonal skills and problem-solving skills
- Organized, meticulous and a good team player
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint)
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· ...
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Assistant Relationship Manager - Singapore - CIMB Singapore
Description
ResponsibilitiesJOB DESCRIPTION
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Relationship Manager
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Relationship Manager
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Relationship Manager
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Relationship Manager
Only for registered members Singapore
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Relationship Manager
Only for registered members Singapore
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Relationship Manager
Only for registered members Singapore
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Relationship Manager
Only for registered members Singapore
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Relationship Manager
Full time Only for registered members Singapore
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Relationship Manager
Only for registered members Singapore