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Assistant Relationship Manager – Private Banking

Bank of Singapore
Dubai, Vereinigte Arabische Emirate
Gepostet vor 5 Tagen Permanent Competitive
This position is responsible for providing administrative and client services support to Relationship Manager (RMs).

Key  Responsibilities

  • Provide administrative and client services support to RMs.
  • Liaison between clients and Back office in HO (Singapore) to carry out any client instruction.
  • Respond promptly and responsibly to all client enquiries and/or requests and follow through to make sure the client’s request is executed.
  • Ensure error free & timely execution of client’s instructions and orders.
  • Monitor clients’ transactions and activities in a timely and professional manner.
  • Ensure full adherence to Head Office policies including Credit, Account Maintenance, and Compliance etc.
  • Ensure timely completion and update on CRM, call reports, documentation, client profile and any other administrative matters as required from time to time.
  • Act as a backup to designated Assistant Relationship Manager
  • Proactively manage own development needs and attend to relevant training for continuous upgrade.
  • Work closely and effectively with non-marketing functions, in particular the Operations and Compliance in discharging daily works
  • Maintain clients file, record, documentation, record, etc in order
  • Group Core Values-  Conduct business with utmost integrity and professionalism
  • Comply at all times with applicable regulatory rules and obligations and any other relevant regulatory body/ authority.

Work Experience requirements

  • Private Banking Experience
  • Good planning and organizing skills

Education

  • University degree in Business Management, Finance, Economics or related disciplines, with professional qualification such as ACCA or CFA
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