Relationship Manager (RM) Assistant

Singapore Permanent SG$4,500 - SG$6,000 per month (SG$54,000 - SG$72,000 per year)
  • Excellent opportunity to join a leading Private Bank
  • Great working environment

About Our Client

Our client with AUM 160 billion, is one of the largest private banks in Europe, and serves private and institutional clients

Job Description

Client Relations

  • Execute client instructions on behalf of the Relationship Manager (RM) accurately, in a timely manner and in adherence to processes and procedures
  • Assume ownership for low complexity transactional clients in support of the RM
  • Act as the initial point of contact for inbound client calls, building client relationships as appropriate
  • Contact clients for formal reviews (investment and lending) in a timely manner
  • Evaluate growth potential for low complexity transactional clients, referring them to the RM for relationship development where appropriate
  • Undertake "care calls" in respect of complaints, as directed by RM, in addition to overseeing the satisfactory resolution of complaints

Workflow and Processing

  • Ensure efficient co-ordination of workflow to ensure client satisfaction via accurately inputting client instructions onto bank systems in a timely manner
  • Working closely with the RM to quickly and accurately process transactions within cut-off times and to ensure zero operational losses
  • Working closely with RM to ensure availability of funds prior to transaction processing and signature / instruction verification procedures are followed without fail
  • Coordinating settlements of transactions with PB and/or client
  • Work with RM to ensure Account opening documentation is prepared and completed correctly verified and submitted for approval to appropriate booking centres
  • Prepare client letters, including complex correspondence and multi product sale suitability letters, preparation of credit applications and renewals, and client documentation analysis (e.g. financial statements) within agreed time scales
  • Prepare daily reports to monitor upcoming action e.g. maturing bonds, corporate actions etc.
  • Sort and review daily reports for PB's verification, assist in preparation of anti- money laundering reports
  • Liaise with Operations to ensure clients instructions are carried out, and to rectify any operational discrepancies if necessary and update clients that instructions have been carried out

The Successful Applicant

  • Minimum 2 years of relevant experience in client servicing operations or sales support within financial institutions
  • Preferably CACS certified

What's on Offer

Excellent opportnity to join one of the largest private banks in Europe!

Amber Chang
Quote job ref
Phone number
+65 6541 9921

Job summary

Banking & Financial Services
Sub Sector
Sales Assistant
What is your area of specialisation?
Financial Services
Contract Type
Consultant name
Amber Chang
Consultant contact
+65 6541 9921
Job Reference

Diversity & Inclusion at Page Personnel

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