This position is responsible for assisting Markets Heads / Team Heads in managing a team of Assistant Relationship Manager and providing client service support to Relationship Managers within the marketing function.
Responsibilities
Direct support to Relationship Managers (RM) and assist the Markets Heads/Team Heads in managing the team of ARMs to:
- Provide administrative and client service support to RMs 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.
- 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 meetings/appointments, making travel arrangements, preparing correspondences and presentation materials, etc.
- Support RMs in the provision of financial advisory services to clients
- Coordinate with Product Groups, Operations, and other functional areas as necessary.
- Ensure adherence to internal and external regulations and policies at all times.
Main duties
- Provide training, mentorship, and guidance to the team of ARMS to ensure that they are competent to carry out their work.
- Proactively review and enhance processing workflow to achieve improvement in operational efficiency, servicing and resolving functional operation issues.
- Ensure team is adequately staffed and able to deploy team members to provide and meet fluctuation in work volume, coverage for leave and work emergencies.
- Enhance staff morale and career development through active staff engagement and review staff training needs.
- Investigate and provide resolution on queries and ensure proper closure on issues raised.
- Timely consolidation and preparation of management reports for Front Office teams and the Business Managers.
- Act as single point contact representing front office to coordinate with stakeholders for all dissemination related activities.
- Provide guidance and support to front office for ensuring compliance with the Operational risk framework, policies, procedures, and guidelines (Disaster recover planning and coordination)
- Coordinate and support in various Front office activities like Business continuity, reporting and administrative matters such as ESS Daily movement reports, declarations, tracking WIO requirements, IT, and remote system access requests, etc.).
- In addition to the role of ARM Team Lead, they also continue to provide support for the ARM role.
Qualifications
- Minimum 8 years of relevant experience in client servicing, operations or sales support within financial institutions.
- Prior experience managing a team
- Bachelor's degree or diploma from reputable institutions
- Strong understanding of financial products and services
- Excellent interpersonal, communication and client interfacing skills
- 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
