Collaborate with product managers to enrich product offerings within the brand, deepen service quality, and optimize both brand image and customer experience
Establish end-to-end customer relationship management and services models for each customer segment to strengthen long-term relationships and ensure timely and contextually relevant communication
Define frontline training needs, provide content for training, and establish internal communications
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Maintain high standards of service by conducting regular account reviews and managing client inquiries in accordance with internal protocols.
Collaborate with internal cross-functional teams and product specialists to deliver comprehensive financial services and identify opportunities for holistic account management.
Minimum of 5 years of relationship management experience within the private or priority private banking sector.
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Provide strong advisory support to front office teams regarding documentation requirements, especially when there are changes in client circumstances or complex cases arise.
Manage end-to-end system updates related to onboarding and periodic reviews, including account blocking where necessary to ensure compliance.
Oversee the management of client notifications such as welcome letters and account PMIE notifications, ensuring timely communication with clients.
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The Associate is responsible for supporting the implementation of the Capital Structure & Rating Advisory team’s origination, coverage and execution strategy in the ASEAN & South Asia region.
Assist in the preparation of pitch books and marketing materials for client presentations, and provide support to sales and marketing initiatives as required.
Uphold the highest standards of professionalism, analytical rigor and client service in all deliverable and engagements.
A minimum of 1 year of relevant experience in Asian Debt Capital Markets or Corporate Finance. Fresh graduates with strong academic results and keen interest in the industry may also be considered.
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Collaborating with internal stakeholders, which may include relationship managers and product specialists, to maximise cross-selling opportunities for the bank
Utilise client relationships to drive revenue in key industry groups and optimise wallet opportunities, as well as sponsor key client relationships.
Build a robust knowledge base by documenting and analysing deals won and lost, extracting lesson learned, and creating replicable frameworks for future opportunities.
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