Assistant Relationship Manager – Private Banking

Key  Responsibilities

• Provide administrative and client services support to RMs.
• Liaison between clients and Back office in HO (Singapore) to carry out any client instruction.
• Respond promptly and responsibly to all client enquiries and/or requests and follow through to make sure the client’s request is executed.
• Ensure error free & timely execution of client’s instructions and orders.
• Monitor clients’ transactions and activities in a timely and professional manner.
• Ensure full adherence to Head Office policies including Credit, Account Maintenance, and Compliance etc.
• Ensure timely completion and update on CRM, call reports, documentation, client profile and any other administrative matters as required from time to time.
• Act as a backup to designated Assistant Relationship Manager
• Proactively manage own development needs and attend to relevant training for continuous upgrade.
• Work closely and effectively with non-marketing functions, in particular the Operations and Compliance in discharging daily works
• Maintain clients file, record, documentation, record, etc in order
• Group Core Values-  Conduct business with utmost integrity and professionalism
• Comply at all times with applicable regulatory rules and obligations and any other relevant regulatory body/ authority.

Work Experience requirements

• Private Banking Experience
• Good planning and organizing skills

Education

• University degree in Business Management, Finance, Economics or related disciplines, with professional qualification such as ACCA or CFA