Senior Private Banker Assistant/Junior Private Banker(North Asia)

  • Competitive
  • 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) 


Regulatory Requirement 

MAS RNF registered representative

**For Junior Private Banker role, one needs to have good product advisory/client relationship skillset.