Assistant Relationship Manager

Job description

Job title:

Assistant Relationship Manager

Location:

Singapore

Working hours:

Full-time

Tasks:

• Supports Relationship Manager(s) (RM) / Group Head(s) (GH) in daily operations, administration, and customer management
• Interacts with internal and external stakeholders, provides customers with relevant information, and supports the RM in implementing customized solutions.
• Serves as a role model in providing high service quality for RMs/GH

Areas of responsibility:

Client and business management

• Supports RMs/GH in customer interactions and all related tasks (systems, processes, files, documents, etc.) with high quality, precision, and timely responsiveness.
• Customizes customer requests (reporting, statistics, mailings, etc.)
• Manages the RM/GH's calendar, prepares customer meetings, organizes business trips, completes follow-up work on customer calls, customer meetings, and business trips for RMs/GHs.
• Creates presentations, assists in the development/correction of project proposals and in marketing activities (customer reception, meetings, business trips, events, etc.)
• Ensures representation in your own absence

business management

• Collects and regularly exchanges relevant information that is necessary for the work
• Performs checks, plans and documents his work
• Supports RM/GH in the implementation of projects and initiatives, working closely with the Business Manager team
• Provides professional input suggestions for improvements based on experience, incidents or observations
• Manages the expense report process for RMs/GH

Risk management and controls

• Actively contributes to risk management (supporting the first line of defense), e.g., in customer documentation, by addressing concerns, tracking issues, and escalating when in doubt
• Ensures compliance with local regulations and internal guidelines and standards (e.g., opening new accounts, payment instructions, reviewing customer calls or approvals at all levels of authority, etc.) in cooperation with the respective RMs, GH, and Team Business Manager.
• Ensures the timely clarification of pending issues and escalated defects
• Ensures appropriate ethical and compliant behavior in his/her area of responsibility
• Ensures accurate, meaningful, and understandable documentation of customer interactions/customer orders in the appropriate tool (e.g., CRM, DIAS)

Regulatory responsibilities

• Demonstrates appropriate values and behaviors, including but not limited to standards of honesty and integrity, diligence and conscientiousness, fair dealing (fair treatment of customers), management of conflicts of interest, competence and continuous development, appropriate risk management, and compliance with applicable laws and regulations.

Requirements:

Professional and personal skills

• Highly service-oriented and passionate about customer service
• Systematic, precise, and meticulous working style and the ability to work under pressure
• Personal integrity and ethical behavior

Professional and technical skills

• Adequate understanding of relevant products and services in private banking
• Basic knowledge of the global financial markets and current developments in the industry
• Solid affinity with the geographic markets covered, i.e. familiar with the legal and regulatory environment and cultural awareness

Regulatory