обновлено 13 дней назад
Assistant Relationship Manager (Financial Intermediaries)
Мэтч & Сопровод
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Описание вакансии
Текст:
TL;DR
Assistant Relationship Manager, Financial Intermediaries (Private Banking): Providing administrative and client service support to Relationship Managers serving private banking clients, with an accent on client enquiries, account monitoring, financial products, and cross-functional coordination. Focus on resolving client requests, maintaining accurate account data, supporting financial advisory services, and ensuring regulatory compliance.
Location: BOS Singapore
Company
is a private bank within OCBC Group, serving clients through a global network of subsidiaries and offices.
What you will do
- Provide administrative and client service support to Relationship Managers serving private banking clients.
- Respond to client enquiries and instructions and resolve account-related requests.
- Monitor transactions and activities in client accounts.
- Maintain client data, contact lists, account information, facilities details, and credit review records.
- Coordinate with Product Groups, Operations, and other departments while supporting meetings, correspondence, presentations, and travel arrangements.
- Ensure compliance with internal and external regulations and policies.
Requirements
- 1–3 years of relevant experience in client servicing, operations, or sales support within financial institutions.
- Bachelor’s degree or diploma.
- Strong understanding of financial products and services.
- Excellent interpersonal, communication, and client-facing skills, with strong attention to detail.
- Strong Microsoft Office skills, particularly PowerPoint and Excel.
- Chinese proficiency is required to deal with Chinese clients.
Nice to have
- CACS certification.
- Future-oriented mindset and willingness to innovate and adapt to change.
- Ability to collaborate across departments and work effectively in a fast-paced environment.
Culture & Benefits
- Open, collaborative, and fair working culture.
- Professional and personal development programmes.
- Attractive remuneration and non-financial benefits.
- Development opportunities within OCBC Group’s global network of subsidiaries and offices.
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