- Outram Central Region (Singapore) Singapore
全职 ASSOCIATE RELATIONSHIP MANAGER 工作, 薪水 up to SGD 15,000, BDO UNIBANK, INC. (SINGAPORE BRANCH) Central Region (Singapore) 公司招聘中 - Ricebowl
ASSOCIATE RELATIONSHIP MANAGER
BDO UNIBANK, INC. (SINGAPORE BRANCH)
分享
保存
工作地点
职位描述
岗位职责
Job Summary
The Associate Relationship Manager (ARM) supports Relationship Managers in managing Private Banking clients by delivering timely sales, customer service, and administrative support aligned with bank policies and compliance standards. The ARM also acts as back-up RM when needed.
Responsibilities
Customer Engagement
Serve Private Banking clients by addressing their financial needs with accuracy and timeliness
Build strong customer relationships and loyalty through consistent, personalized service delivery
Follow up proactively with clients to ensure positive customer contact experiences
Support cross-selling and referral initiatives to contribute to sales growth
Make daily relationship calls to engage clients on personal milestones such as birthdays
Respond promptly to customer and branch queries to maintain service quality
Act as back-up Relationship Manager to ensure seamless client service continuity during RM absence
Compliance and Control
Adhere strictly to BDO SG Private Banking operational policies to safeguard bank and client assets
Maintain audit-ready documentation for all transactions and conduct regular compliance assessments
Review sales and transaction documents meticulously to prevent errors and discrepancies
Collaborate closely with Relationship Managers to ensure sales compliance and follow up on closed deals
Escalate client or branch concerns to Relationship Managers for swift resolution
Business Support and Administration
Perform regular housekeeping to maintain organized work environment
Assist Relationship Managers with documentation preparation, system consultations, and service advice
Verify and review all sales documents and forms for accuracy and completeness
Track sales data and generate business reports as required
Maintain and securely store client files and documents in compliance with record retention policies
The Associate Relationship Manager (ARM) supports Relationship Managers in managing Private Banking clients by delivering timely sales, customer service, and administrative support aligned with bank policies and compliance standards. The ARM also acts as back-up RM when needed.
Responsibilities
Customer Engagement
Serve Private Banking clients by addressing their financial needs with accuracy and timeliness
Build strong customer relationships and loyalty through consistent, personalized service delivery
Follow up proactively with clients to ensure positive customer contact experiences
Support cross-selling and referral initiatives to contribute to sales growth
Make daily relationship calls to engage clients on personal milestones such as birthdays
Respond promptly to customer and branch queries to maintain service quality
Act as back-up Relationship Manager to ensure seamless client service continuity during RM absence
Compliance and Control
Adhere strictly to BDO SG Private Banking operational policies to safeguard bank and client assets
Maintain audit-ready documentation for all transactions and conduct regular compliance assessments
Review sales and transaction documents meticulously to prevent errors and discrepancies
Collaborate closely with Relationship Managers to ensure sales compliance and follow up on closed deals
Escalate client or branch concerns to Relationship Managers for swift resolution
Business Support and Administration
Perform regular housekeeping to maintain organized work environment
Assist Relationship Managers with documentation preparation, system consultations, and service advice
Verify and review all sales documents and forms for accuracy and completeness
Track sales data and generate business reports as required
Maintain and securely store client files and documents in compliance with record retention policies
重要安全守则
申请工作时，切勿提供您的银行或信用卡详细资料。不要转账或完成无关的在线调查问卷。如果您发现可疑内容，请举报此招聘广告。
了解更多