Overview

• Salary

  6,000 SGD ~ 10,000 SGD

• Industry

  Finance(Banking)

• Job Description

  Our client is a globally recognized private bank with European origins. The Assistant Relationship Manager plays a crucial role in supporting Relationship Managers (RMs) within the front office, providing administrative assistance and client service to Private Banking clients.
  
  
  【 Responsibilities 】
  
  - Support Relationship Managers (RMs) and Group Head (GH) in client servicing, sales support, and daily administrative tasks
  - Support new client onboarding, account maintenance, periodic KYC reviews, and the preparation of client documentation in accordance with internal policies and regulatory requirements
  - Process client instructions, including payments, securities, funds, bonds, money market, and FX transactions, and ensure proper execution and reporting
  - Monitor client cash positions, account balances, overdraft utilization, and credit limits, and coordinate with relevant internal stakeholders where necessary
  - Prepare client reports, investment proposals, presentation materials, and related documents
  - Handle client enquiries professionally, escalate issues where appropriate, and proactively report, consult, and raise operational matters with the RMs and Group Head
  - Ensure proper client documentation and compliance with MAS regulations, internal policies, and any policy updates
  - Coordinate client meetings, business trips, events, and manage RM/GH calendars
  - Support expense claims, meeting arrangements, travel coordination, meeting minutes, and other administrative duties
  - Conduct research, analysis, and administrative support to assist RMs in business activities
  - Identify cross-selling and wallet-share opportunities and support RMs in business development