Responsible for providing administrative and client service support to Relationship Managers (RM) within the front office function servicing Private Banking clients.

• 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 time

Requirements

• Minimum 3 years of relevant experience in client servicing, operations or sales support within financial institutions

• Bachelor degree or diploma from reputable institutions

• 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