This position is responsible for providing administrative and client services
support to Relationship Manager (RMs).
Key Responsibilities
* Provide administrative and client services support to RMs.
* Liaison between clients and Back office in HO (Singapore) to carry out any client instruction.
* Respond promptly and responsibly to all client enquiries and/or requests and follow through to make sure the client's request is executed.
* Ensure error free & timely execution of client's instructions and orders.
* Monitor clients' transactions and activities in a timely and professional manner.
* Ensure full adherence to Head Office policies including Credit, Account Maintenance, and Compliance etc.
* Ensure timely completion and update on CRM, call reports, documentation, client profile and any other administrative matters as required from time to time.
* Act as a backup to designated Assistant Relationship Manager
* Proactively manage own development needs and attend to relevant training for continuous upgrade.
* Work closely and effectively with non-marketing functions, in particular the Operations and Compliance in discharging daily works
* Maintain clients file, record, documentation, record, etc in order
* Group Core Values- Conduct business with utmost integrity and professionalism
* Comply at all times with applicable regulatory rules and obligations and any other relevant regulatory body/ authority.
Work Experience requirements
* Private Banking Experience
* Good planning and organizing skills
Education
* University degree in Business Management, Finance, Economics or related disciplines, with professional qualification such as ACCA or CFA
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