Assistant Relationship Manager – Private Banking
This position is responsible for providing
administrative and client services support to Relationship Manager (RMs).
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.
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Experience requirements
·
Private Banking Experience
·
Good planning and organizing
skills
Education
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