职业类别
Customer 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 】- 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