概述
薪资
6,000 SGD ~ 10,000 SGD
工作行业
Finance(Banking)
工作内容
外資系プライベートバンクのシンガポール法人にて、アシスタント・リレーションシップ・マネージャー(ARM)としてアドミン業務兼クライアントサポートにあたっていただきます。リレーションシップ・マネージャー (RM)がレポートラインになります。
【 業務内容 】
・Relationship Manager(RM)およびGroup Head(GH)の営業活動・顧客対応・事務業務全般をサポート
・顧客からの各種指示(送金、証券、投資信託、債券、マネーマーケット、外国為替取引など)の処理
・顧客向けレポート、投資提案書、プレゼンテーション資料の作成
・顧客との面談、出張、イベントの調整およびRM/GHのスケジュール管理
・顧客からの問い合わせ対応および必要に応じたエスカレーション
・新規口座開設(Onboarding)および既存顧客情報の管理
・顧客情報・各種書類を適切に管理し、MAS規制および社内コンプライアンスを遵守
・RMの営業活動をサポートするためのリサーチ、分析、各種アドミン業務
・経費精算、会議議事録作成、プロジェクト推進サポート
・クロスセルや預かり資産拡大の機会を発見し、RMをサポート
・高品質な顧客サービスを提供し、業務改善・プロセス改善に積極的に取り組む
资格
任职资格
<必須条件>
・四大卒以上
・CACS paper I, IIをお持ちの方
・3年以上のARMとしてのご経験、もしくは金融業界での類似経験をお持ちの方
・ビジネスレベルの英語力
<歓迎条件>
・CMFAS Modules 1B、5、6A、8A保有
・T24、Olympics、TEMOSの使用経験
・グローバル金融市場や投資商品に関する知識英文
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其他语言
-
相关职缺
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福利制度
【 What you will receive 】
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福利制度
【What you will receive】
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福利制度
【What You Will Receive】
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福利制度
【 What you will receive 】
- Variable Bonus (based on company and individual performance)
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- Annual Health Screening
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