【外資金融】リレーションシップ・マネージャーID:36273
9,000 SGD ~ 14,000 SGDCity9日 ago概述
薪资
9,000 SGD ~ 14,000 SGD
产业类别
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、リレーションシップ・マネージャー(RM)を募集しております。
【 業務内容 】
■ビジネス・マネジメント
- ビジネス関連情報の収集、共有、報告
‐ ARMマネジメント
■クライアントとのコミュニケーション
- クライアントとのやり取り、および関連タスク (プロセスチェック、ファイリング、ドキュメント管理など)
- 顧客のニーズに応じた提案
- 投資提案の起案などマーケティング活動におけるプレゼンテーション準備(クライアントのレセプション、会議、出張、イベント参加など)
■定例業務、リスクマネジメント
- 想定されるリスクの共有、問題のフォローアップなどのリスク管理
- 法的規制に則った、内部ポリシーおよび基準の遵守
(想定される場面:新規の口座開設、支払いの指示、クライアントとの電話連絡)
- 問題発生時のタイムリーな報告と対処、サポート
- 対応するツール (CRM、DiAS など) で、顧客とのやり取りや注文を正確に文書化
资格
应征条件
【 応募要件&求める人物像 】
<必須要件>
- 四大卒以上
‐ CACS paper I, IIをお持ちの方
- 5年以上のRMのご経験、もしくは金融業界での勤務経験をお持ちの方
- ビジネスレベルの英語力
<歓迎要件>
- T24, Olympics, TEMOS等の業務使用経験のある方
- 自立したパーソナリティ、顧客折衝能力の高い方英文
-
其他语言
-
附加信息
福利制度
【 福利厚生 】
面接時に開示工作时间
9:00 ~ 18:00
假日
-
职业类别
相关职缺
【外資金融】アシスタント・リレーションシップ・マネージャーID:36272
6,000 SGD ~ 10,000 SGDCity职业类别
Custmer Support/Service, Banking Operation, Secretary, Back/Middle Office
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 】■ビジネス・マネジメント - ビジネス関連情報の収集、共有、報告 - プロジェクトごとのRM/THのサポート - RMのセールスサポート - 必要に応じてリサーチなど■クライアント関連 - アドミン&マネジメント - クライアントとのやり取り、および関連タスク(プロセスチェック、ファイリング、ドキュメント管理など) - RM/TH のスケジュール管理、顧客との会議準備、出張手配など - RM/TH の経費精算サポート - 投資提案の起案などマーケティング活動におけるプレゼンテーション準備のサポート (クライアントのレセプション、会議、出張、イベント参加など)■定例業務、リスクマネジメント - 想定されるリスクの提案、問題のフォローアップなどのリスク管理 - 各RM および TH とともに、法的規制に則った、内部ポリシーおよび基準の遵守 (想定される場面:新規の口座開設、支払いの指示、クライアントとの電話連絡) - 問題発生時のタイムリーな報告と対処、サポート - 対応ツール(CRM、DiASなど)にて、顧客とのやり取りや注文の記録
福利制度
【 福利厚生 】
面接時に開示Assistant Relationship Manager (Japanese Speaking)ID:36337
6,000 SGD ~ 10,000 SGDCity职业类别
Custmer Support/Service, Banking Operation, Secretary, Back/Middle Office
工作内容
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 】1) Client Administration & Management- Supports RM in client interaction and all related tasks (systems, processes, files, documents, etc.) with high-quality, precision, and timely responsiveness- Customizes client requests (reporting, statistics, mailings, etc.)- Manages the RM calendar, prepares client meetings, organizes business trips, and completes the post-processing of client calls, client meetings, or business trips for RMs- Compiles presentations and supports in drafting investment proposals and in marketing activities if needed (client reception, meetings, business trips, events, etc.)- Ensures coverage in case of own absences 2) Business Management- Regularly collects and exchanges relevant information necessary for the job- Organizes himself/herself in an efficient and compliant manner and ensures timely and appropriate information of the superior- Conducts reviews, plans, and documents his/her work at all times- Supports RM in the implementation of projects and initiatives- Provides professional input proposals for improvements based on experience, incident occurrence, or observation- Manages the expense claim process for RM- Provides ongoing administrative support- Assists the RM in achieving their targets: ・Identifies opportunities for a share of wallet increases/cross-sales ・Contacts clients to check satisfaction with service levels and to enquire about additional needs- Undertakes research assignments as required3) Regulatory Responsibilities &/Risk Management & Controls- Actively helps manage risk (support the first line of defence), i.e. in client documentation, by raising concerns, following up on issues, and escalating when in doubt- Ensures adherence to local regulations and compliance with internal policies and standards (e.g. new account openings, payment instructions, reviewing client phone calls or signing off at own level of competence, etc.) in collaboration with the respective RMs- Ensures timely clearance of pending items and escalated deficiencies- Ensures appropriate ethical and compliant behaviour in his/her area of responsibility- Ensures correct, meaningful, and understandable documentation of client interaction/client orders in the corresponding tool (e.g. CRM, DiAS)- Demonstration of appropriate values and behaviours including but not limited to standards on honesty and integrity, due care and diligence, fair dealing (treating customers fairly), management of conflicts of interest, competence and continuous development, adequate risk management, and compliance with applicable laws and regulations
福利制度
【 What You Will Receive 】
- To be discussed during the InterviewInvestment Client AdvisorID:36518
8,500 SGD ~ 12,000 SGDCity职业类别
General Affair/Admin, Other, Secretary
工作内容
Our client is a Japanese company that provides a range of comprehensive financial products and services. They are currently hiring for an Investment Client Advisor.【 Responsibilities 】- Building and maintaining long-term relationships with high-net-worth clients‐ Assessing clients’ asset status, investment needs, and risk tolerance- Developing and proposing customized investment strategies and portfolios- Selling financial products such as equities, bonds and mutual funds.- Rebalancing portfolios based on market trends and economic conditions- Explaining financial products and providing related materials and presentations- Collaborating with internal investment strategy and product development teams- Expanding the client base through new client acquisition and referrals
福利制度
【 What they are offering 】
- Variable Bonus (Depends on Company and Individual performance)
- Annual Leave: 21 days
- Medical Leave: 14 days
- Medical BenefitsJunior Business Support ExecutiveID:36515
2,800 SGD ~ 3,500 SGDCity职业类别
Secretary
工作内容
Our client is a Japanese accounting firm that is expanding their business mainly in APEC countries. They are looking for a Junior Business Support Executive to support their clients! 【 What you will be doing 】-Process end-to-end monthly payroll for clients (including preparation of payslips and payroll summary for reporting).-Prepare and submit CPF and other statutory contributions.-Maintain and update clients' payroll information in HR system (including leave balances such as leave, sick leave, maternity leave etc).-Prepare and submit year-end tax filings, Forms IR8A and IR21, and government claims.-Monthly processing of supplier invoices and preparation of payment summary.-Work closely with the accounting team to answer clients’ inquiries.-Other ad-hoc duties as assigned.-Experience in MOM regulations (EPOL application, Visa Application).
福利制度
【 What they are offering 】
- Variable Bonus (Depending on Company & Individual performance)
- Annual Leave: 14 days
- Medical Insurance (Up to $2,500/year & can use designated clinics unlimited)
- Phone Allowance $100/month
- Transportation Reimbursement
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