We are currently working with a leading Private Bank, providing comprehensive financial services to high-net-worth individuals and families. They are dedicated to delivering personalized solutions and exceptional service to our clients.
They are in search of an Assistant Relationship Manager to be part of their Private Banking team in Singapore.
Responsibilities of the Assistant Relationship Manager include:
- Maintain client data, manage contracts, and prepare reports and presentations.
- Organize schedules for relationship managers and clients to ensure efficient communication.
- Handle transactions and expense reports, freeing up relationship managers for strategic tasks.
- Gather market trends and competitor information to support informed client advice.
- Analyze client data and portfolio performance, providing insights for adjustments.
- Manage communications, relay important information, and respond to client inquiries.
Requirements of the Assistant Relationship Manager include:
- Minimum of 5 years of experience in private banking.
- Strong interpersonal, communication, and client interfacing skills.
- Deep understanding of core principles and concepts.
- CACS certification.
If you are interested, apply online today. We regret to inform that only suitable candidates will be contacted for further discussion.
Selby Jennings is a Trading Style of Phaidon International (License number R22110941)
