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Assistant Relationship Manager, NA market

Employer
The Edge Partnership, EA Licence No: 16S8131
Location
Singapore, Singapore
Salary
S$110k - S$140k
Closing date
Jan 3, 2024

View more

Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
This is an Assistant Relationship Manager role; you will be responsible for providing administrative and client service support to experienced Private Banker, primarily for SEA & NA 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

• 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

• Always ensure adherence to internal and external regulations and policies

Qualifications

• Minimum 3-5 years of relevant experience in similar capacity or a relationship manager from priority/private client segment

• Fluent in Mandarin or Bahasa will be an advantage

• Bachelor degree or diploma from reputable institutions

• Excellent interpersonal, communication and client interfacing skills

Please contact Kelly Phun by emailing your cv directly in word format to frontoffice@theedgepartnership.com

Please note that due to the high number of applications only shortlisted candidates will be contacted. If you do not hear from us in the next 5 business days we regret to inform you that your application for this position was unsuccessful.

EA License : 16S8131

Recruiter Licence: R1219710

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