[ Job ID: 1175534 ]
Responsibilites:
- Provide administrative and client service support to Relationship Managers servicing Private Banking clients.
- Respond to all client enquiries and instructions and provide resolution to most issues and requests.
- Monitor transactions and activities in client accounts
- Support RMs in the provision of financial advisory services to clients.
- Maintain client data and reports, such as: contact lists, account numbers, facilities details, status of credit reviews/renewals, etc
- Handle administrative duties including scheduling of appointments, preparing correspondences, making travel arrangements, arranging meetings and receptions, producing presentation materials.
- Coordinate with Product Groups, Operations and other functional areas as necessary
- Ensure adherence to internal and external regulations and policies at all times
Requirements:
- Minimum 2 years of relevant experience in client servicing, operations or sales support within financial institutions
- Bachelor degree or diploma from reputable institutions
- Strong understanding of financial products and services
- Meticulous, strong attention to details
- Possess future oriented mindset, strive to innovate and adapt to changes
- Strong understanding of inter-dependencies within the team and able to collaborate effectively across departments
- Ability to thrive in a fast paced environment and remain empathetic, passionate and resilient
- Advantage to have: Preferably CACS certified
We regret that only shortlisted candidates will be notified. However, rest assured that all applications will be updated to our resume bank for future opportunities.
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EA Personnel Name: Cesky Ong Zhi Rong
EA Personnel Registration Number: R24121422
EA License No.: 07C5771
