Assistant Relationship Manager - Private Banking

Responsibilities: Client Engagement: - Collaborate with various business units to ensure client documentation aligns with established policies and procedures. - Promptly address and resolve client inquiries. - Process client orders. - Gain a comprehensive understanding of the client’s relationship with the bank. Operational Duties: - Resolve settlement and funding issues. - Follow up on margin calls and manage collateral-related concerns. - Manage transactional documentation, including client suitability and eligibility. Policy Adherence: - Maintain a thorough understanding of and compliance with internal policies and procedures. Administrative Tasks: - Complete administrative responsibilities, such as coordinating travel and hotel arrangements, processing expense claims, and distributing marketing materials. Requirements: Proficient in English and Mandarin, both written and spoken, due to business requirements. Diploma holders or university graduates with 2 to 3 years of relevant experience in financial services, particularly in frontline client service roles. Completion of CACS Paper 1 & 2 is preferred. Strong understanding of Private Banking investment products, including FX, equities, fixed income, and derivatives. Detail-oriented and meticulous. Capable of managing multiple tasks and working effectively under pressure and tight deadlines. Able to thrive in a fast-paced work environment. Willingness to work beyond standard hours as needed. A proactive and collaborative team player in a dynamic setting. Demonstrated interest in the private banking sector. Excellent communication and interpersonal skills.

Location: Singapore, SG

Posted Date: 2/2/2025