Job Description 

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 times

• Minimum 3-5 years of relevant experience in client servicing, operations or sales support within financial institutions 
• Bachelor degree or diploma holder
• Strong understanding of financial products and services
• Excellent interpersonal, communication and client interfacing skills
• Meticulous, strong attention to details
• Strong Microsoft office skills – specifically in Powerpoint and Excel
• 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