Assistant Relationship Manager (Fintech)

TL;DR

Assistant Relationship Manager (Fintech): Providing administrative and client service support to Relationship Managers within the Private Banking front office with an accent on transaction monitoring, client enquiry resolution, and regulatory compliance. Focus on maintaining client data, coordinating across internal product and operations groups, and supporting the delivery of financial advisory services.

Location: Onsite in Singapore

Company

hirify.global is Asia’s Global Private Bank, part of the OCBC Group.

What you will do

• Provide comprehensive administrative and service support to Relationship Managers servicing private banking clients.
• Handle client enquiries, instructions, and resolve issues effectively.
• Monitor transactions and activities within client accounts for accuracy and compliance.
• Maintain and update client data, reports, and internal records including credit reviews.
• Coordinate with internal Product Groups, Operations, and other functional departments to ensure smooth service delivery.
• Prepare presentation materials, handle correspondence, and manage schedules for the team.

Requirements

• Minimum 3 years of relevant experience in client servicing, operations, or sales support within financial institutions.
• Bachelor’s degree or diploma from a reputable institution.
• Strong understanding of financial products and services.
• Excellent interpersonal, communication, and client interfacing skills.
• Strong attention to detail and meticulous work ethic.
• Ability to thrive in a fast-paced environment and collaborate effectively across departments.

Nice to have

• CACS certification.

Culture & Benefits

• Professional development through OCBC Group’s network of subsidiaries and offices.
• Culture of openness, teamwork, and fairness.
• Attractive remuneration packages and non-financial benefits.
• Opportunities to grow your career within a global banking organization.