Senior Private Banker Assistant/Junior Private Banker(North Asia)
- Singapour, Singapore
- CDI, Plein-temps
- Skillsforce Mgt Consultancy , Numéro de Licence EA : 99C3289
- 24 nov. 17 2017-11-24
Skillsforce is working with our clients in search of the above roles.
BACKGROUND AND GENERAL DESCRIPTION
The Senior Assistant Relationship Manager (ARM) is a key member of the team within Private Banking. He/she supports the Team Head in all tasks related to the delivery of excellent service to the clients. He/she may be the first point of contact for the client and as such, being able to gain the client’s confidence and give a positive, professional impression will be a strong asset. In this context, strong interpersonal skills are needed, together with a service-orientated mind-set.
He/she is responsible for the accurate and timely processing of client instructions, as well as the efficient handling of client enquiries, escalating to senior colleagues where necessary. He/she will also assist the Relationship Manager with administrative tasks such as the preparation of presentations, the organizing of meetings, events and business trips as well as ad hoc analysis and research.
Personal Contribution and Responsibilities
Provides on-going administrative support:
Processes client payment orders, executes securities, funds, bonds, MM / FX trades Deals with client enquiries and resolves where possible
Manages diaries, books client meetings, assists with events preparation
Prepares for RM business trips; organises travels, preparing client presentations Maintains client contact frequency and updates records
Ensures compliance with local & internal regulations, e.g. client documentation, client’s instructions etc.
Organises team meetings, takes the minutes and follows up on action points
Assists the RM in achieving their targets:
Identifies opportunities for share of wallet increases / cross sales
Contacts clients to check satisfaction with service levels and to enquire additional needs
Undertakes research assignments as required.
SKILL REQUIREMENTS OF THE POSITION
Personal and Social
Customer focused and good interpersonal and communication skills
High self-motivation, positive and possess a can do and pro-active attitude
Understands the execution and back office processes as well as the legal & compliance procedures
Ability to set priorities and work under pressure
Good and fast learning ability
Team oriented personality (team player) with attention to detail
Able to communicate effectively
Professional and Technical
A good university degree in Finance, Economics or related discipline
At least 5 years of relevant ARM experience in Private Bank set up
CACS Papers 1 and 2 CMFAS Modules 1B and 5
Working knowledge of Olympics and TEMOS
Working knowledge of Microsoft Office applications (e.g. Word, Excel, Powerpoint, etc)
MAS RNF registered representative
**For Junior Private Banker role, one needs to have good product advisory/client relationship skillset.