обновлено 2 дня назад
Assistant Relationship Manager (Private Banking)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Assistant Relationship Manager (Private Banking): Supporting Relationship Managers serving private banking clients through client servicing, transaction monitoring, account administration, and coordination with product and operations teams with an accent on financial products, regulatory adherence, and Chinese client coverage. Focus on resolving client requests, maintaining accurate account data, and coordinating complex administrative and cross-functional activities.
Location: BOS Singapore
Company
is a private bank within OCBC Group’s global network, serving private banking clients.
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 requests and issues.
- Monitor transactions and activities in client accounts.
- Support Relationship Managers in providing financial advisory services.
- Maintain client data, account records, reports, credit review information, and facility details.
- Coordinate appointments, meetings, travel arrangements, presentations, and work across Product Groups, Operations, and other functions.
Requirements
- At least 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-facing skills, with strong attention to detail.
- Ability to collaborate across departments, adapt to change, and work effectively in a fast-paced environment.
- Chinese proficiency is required to deal with Chinese clients. CACS certification is preferred.
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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