Job Description
Responsible for providing administrative and client service support to Relationship Managers (RM) within the front office function servicing Private Banking clients. Responsibilities: 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. Coordinate with Product Groups, Operations and other functional areas as necessary Ensure adherence to internal and external regulations and policies at all times Requirements: Minimum 2-10 years of relevant experience in client servicing, operations or sales support within financial institutions Bachelor degree or diploma holder 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 Preferably CACS certified
