Assistant Relationship Manager, Greater China North Asia

About Bank of Singapore

Bank of Singapore is Asia's premier global private bank committed to opening doors to new opportunities. We foster a culture rooted in openness, teamwork, and fairness. Our employees benefit from comprehensive professional and personal development programs, competitive remuneration, and a range of non-financial perks. Our global presence under the OCBC Group allows for diverse career growth.

Position Summary

The Assistant Relationship Manager supports Relationship Managers (RMs) servicing Private Banking clients by providing essential administrative and client service assistance within the front office.

Key Responsibilities

• Deliver administrative and client service support for Relationship Managers handling Private Banking clients.
• Address client inquiries and instructions, resolving most issues and requests efficiently.
• Monitor client account transactions and activities to ensure accuracy.
• Assist RMs in delivering financial advisory services to clients.
• Maintain comprehensive client data and reports, including contact lists, account details, and credit review statuses.
• Manage administrative tasks such as scheduling appointments, preparing correspondence, organizing travel, arranging meetings and receptions, and producing presentation materials.
• Collaborate with Product Groups, Operations, and other departments as needed to ensure smooth workflows.
• Ensure strict compliance with internal policies and external regulatory requirements at all times.

Candidate Requirements

• Minimum of 3 years' relevant experience in client servicing, operations, or sales support within the financial services sector.
• Possession of a Bachelor's degree or diploma from a recognized institution.
• Solid understanding of financial products and services.
• Excellent interpersonal, communication, and client-facing skills.
• Highly meticulous with strong attention to detail.
• A forward-thinking mindset, embracing innovation and adaptability.
• Strong teamwork abilities with effective cross-departmental collaboration skills.
• Capability to thrive under fast-paced conditions while maintaining empathy, passion, and resilience.
• Certification such as CACS is preferred.
• Proficiency in Chinese is essential due to direct engagement with Chinese clientele.