Assistant Relationship Manager

Job description

Tasks

• Supporting relationship managers (RMs) and group heads (GHs) in daily operations, administration, customer service, and relationship management
• Interacting with internal and external stakeholders, providing relevant information to customers and supporting the implementation of customized solutions

Tasks in detail

Client Administration & Management

• Support with customer interactions and related tasks (systems, processes, files, documents, etc.) with high quality, precision, and responsiveness
• Customization of customer requests (reporting, statistics, meetings, etc.)
• Managing the calendar of RMs/GH, preparing customer meetings, organizing business trips, following up on customer meetings or business trips
• Preparation of presentations, support in the preparation of investment proposals and marketing activities
• Ensuring representation in the event of absence

Business Management

• Regular collection and exchange of relevant information
• Organization and self-management in an efficient and compliant manner
• Conducting plan reviews and documenting the work
• Support with the implementation of projects and initiatives
• Creation of proposals for improvements based on experience
• Administration of expense allowances for RMs/GH
• Ongoing administrative support

Further tasks

• Processing of customer order transfers, securities purchases, funds, bonds, money market and foreign exchange transactions
• Processing customer inquiries and solving problems
• Managing appointment calendars, booking customer meetings, assisting with event preparation

Identification of growth opportunities

• Identification of opportunities to increase customer share / cross-sales
• Customer contacts to check satisfaction with service levels and identify additional needs
• Conducting research assignments

Regulatory responsibilities / Risk management & controls

• Active support in risk management
• Ensuring compliance with local regulations and internal guidelines and standards
• Ensuring the timely clarification of open issues and escalated defects
• Appropriate treatment of other areas of responsibility

Requirements

Personal and social requirements

• Customer focus and good communication skills
• Ability to communicate verbally and in writing with customers in the customer's native language
• High level of self-motivation, positive attitude, and proactive approach
• Understanding of structures and back-office processes as well as legal and compliance-related procedures
• Ability to prioritize and work under pressure
• Good and fast learning ability
• Team-oriented personality with attention to detail
• Excellent adaptability to different backgrounds

Professional requirements

• Familiarity with the geographic market, i.e., knowledge of the legal and regulatory environment as well as cultural aspects
• Good understanding of relevant products and services in private banking
• Basic knowledge of global financial markets and current developments in the industry
• Proven experience in supporting banking clients with complex needs
• Degree in finance, economics, or a related field
• At least 1 year of experience as an Assistant Relationship Manager in private banking

We offer

• $15,656 salary
• Full-time position in Singapore