JOB ID: 1175534
Responsibilities:
- Responsible for providing administrative and client service support to Relationship Managers (RM) within the front office function servicing Private Banking clients.
- 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.
Requirements:
- Minimum 3 years of relevant experience in client servicing, operations or sales support within financial institutions
- Bachelor's degree or diploma from reputable institutions
- CACS Certified will be an added advantage
We regret that only shortlisted candidates will be notified. However, all applications will be updated to our resume bank for future opportunities.
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EA Personnel Name: Tan Gabriel
EA Personnel Reg. No.: R22104076
EA Licence No.: 07C5771
