全职 Client Services (Assistant Relationship Manager) 工作, 薪水 up to SGD 6,500, MyCareersFuture Central Region (Singapore) 公司招聘中 - Ricebowl

Responsibilities

Process onboarding requests by liaising with clients and Private Banks to complete due diligence checks and documentation accurately and promptly
Support Relationship Managers (RMs) in delivering high-quality service to high net-worth clients to enhance client retention
Collaborate with Clients, Business Support, and service providers to ensure timely transaction processing and fulfillment of client requirements
Manage all desk administration tasks and coordinate RM meetings efficiently
Analyze client requirements and assist RMs in maintaining account relationships and preparing portfolio reports daily
Serve as the primary client interface for initiating client instructions, monitoring accounts, managing cash, and preparing necessary forms and documentation
Initiate account openings, closures, and update instruction checklists while ensuring completeness of client documentation
Follow up promptly on client calls and queries to maintain high service standards
Ensure compliance with all regulatory requirements in daily operations
Track and follow up on outstanding documentation and fee payments to maintain account accuracy
Maintain trade and settlement records, monitor funding, and perform reconciliation tasks
Assist with audit preparation and respond to audit requirements as needed
Maintain accurate and up-to-date client static data
Support administrative and process enhancement projects as assigned to improve operational efficiency

Preferred competencies and qualifications

Relevant academic and professional experience in Banking & Finance, Priority/Private Banking
Proficiency in MS Office applications to support daily operational tasks
Strong analytical skills applied to client portfolio and transaction management
Excellent communication skills to effectively liaise with clients and internal teams
Ability to work dynamically and detail-oriented under pressure
Demonstrated teamwork skills and timely escalation of issues to management