Assistant Relationship Manager, Financial Intermediaries

Reposted 6 Days Ago
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Singapore, SGP
In-Office
Mid level
Financial Services
The Role
Provide client service support to Relationship Managers for Private Banking clients, monitoring accounts, handling administrative tasks, and ensuring compliance with regulations.
Summary Generated by Built In

Bank of Singapore opens doors to new opportunities.

At Bank of Singapore, we are constantly on the lookout for exceptional individuals to join our team. We promote a culture of openness, teamwork and fairness. Most importantly, we invest in our people through our programmes that develop them on both professional and personal levels. Besides attractive remuneration packages, we offer non-financial benefits and opportunities to develop your potential within OCBC Group’s global network of subsidiaries and offices. If you have passion, drive and the will to succeed, rise to the challenge today!

Responsible for providing administrative and client service support to Relationship Managers (RM) within the front office function servicing Private Banking clients.

  • Provide administrative and client service support to Relationship Managers servicing Private Banking clients.
  • Respond to all client enquiries and instructions and provide resolution to most issues and requests.
  • Monitor transactions and activities in client accounts
  • Support RMs in the provision of financial advisory services to clients.
  • Maintain client data and reports, such as: contact lists, account numbers, facilities details, status of credit reviews/renewals, etc
  • Handle administrative duties including scheduling of appointments, preparing correspondences, making travel arrangements, arranging meetings and receptions, producing presentation materials.
  •  Coordinate with Product Groups, Operations and other functional areas as necessary
  • Ensure adherence to internal and external regulations and policies at all times

Requirements

  • Minimum 1-3 years of relevant experience in client servicing, operations or sales support within financial institutions 
  • Bachelor degree or diploma holder
  • Strong understanding of financial products and services
  • Excellent interpersonal, communication and client interfacing skills
  • Meticulous, strong attention to details
  • Strong Microsoft office skills – specifically in Powerpoint and Excel
  • Possess future oriented mindset, strive to innovate and adapt to changes
  • Strong understanding of inter-dependencies within the team and able to collaborate effectively across departments
  • Ability to thrive in a fast paced environment and remain empathetic, passionate and resilient
  • Preferably CACS certified
  • Chinese proficiency is required as this role is required to deal with Chinese clients

Skills Required

  • Minimum 3-5 years of relevant experience in client servicing, operations or sales support within financial institutions
  • Bachelor degree or diploma holder
  • Strong understanding of financial products and services
  • Excellent interpersonal, communication and client interfacing skills
  • Strong Microsoft office skills - specifically in Powerpoint and Excel
  • CACS certified
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The Company
0 Employees
Year Founded: 1932

What We Do

OCBC is the longest established Singapore bank, formed in 1932 from the merger of three local banks, the oldest of which was founded in 1912. It is now the second largest financial services group in Southeast Asia by assets and one of the world’s most highly-rated banks, with an Aa1 rating from Moody’s. Recognised for its financial strength and stability, OCBC is consistently ranked among the World’s Top 50 Safest Banks by Global Finance and has been named Best Managed Bank in Singapore by The Asian Banker. OCBC and its subsidiaries offer a broad array of commercial banking, specialist financial and wealth management services, ranging from consumer, corporate, investment, private and transaction banking to treasury, insurance, asset management and stockbroking services. OCBC’s key markets are Singapore, Malaysia, Indonesia and Greater China. It has more than 570 branches and representative offices in 19 countries and regions. These include about 300 branches and offices in Indonesia under subsidiary Bank OCBC NISP, and over 90 branches and offices in Mainland China, Hong Kong SAR and Macau SAR under OCBC Wing Hang. OCBC’s private banking services are provided by its wholly-owned subsidiary Bank of Singapore, which operates on a unique open-architecture product platform to source for the best-in-class products to meet its clients’ goals. OCBC's insurance subsidiary, Great Eastern Holdings, is the oldest and most established life insurance group in Singapore and Malaysia. Its asset management subsidiary, Lion Global Investors, is one of the largest private sector asset management companies in Southeast Asia.

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