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Assistant Relationship Manager (Banking)

  • Full Time, onsite
  • Gravitas Recruitment Group (Global) Ltd
  • Singapore, Singapore
Salary undisclosed

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Are you tired of sales and looking to transition into a non-sales role? Our client is looking for an Assistant Relationship Manager to support the Premier Relationship Manager in providing personalized banking services to HNW clients. Involves assisting in the management of client relationships, helping to deliver a range of financial services and solutions, and ensuring that client needs are met with the highest level of service and professionalism.

  • Provide wealth management services to Premier banking client.
  • Support the Relationship Manager with administrative tasks, including preparing reports, updating client information, and managing account documentation.
  • Proactively schedule and participate in client visits and conduct service quality check-in calls.
  • Ensure accurate and clear documentation of client interactions and orders in the appropriate system.
  • Provide professional feedback on proposals for improvements based on experience, incidents, or observations.
  • Assist in compiling and drafting proposals and presentations.
  • Take responsibility for client inquiries and investigations, collaborating with operational and middle office teams to ensure efficient resolutions.
  • Ensure adherence to banking policies and procedures, maintaining operational integrity while prioritizing client satisfaction.
  • Identify and document new business opportunities for referral to bankers or product specialists.

Requirements

  • 1-3 years relevant banking experience
  • Knowledgeable about banking products such as insurance, investments, and treasury.
  • Strong team player with good relationship management skills.
  • Excellent communication and interpersonal skills.
  • Must be able to exchange information in a concise and logical way.

Are you tired of sales and looking to transition into a non-sales role? Our client is looking for an Assistant Relationship Manager to support the Premier Relationship Manager in providing personalized banking services to HNW clients. Involves assisting in the management of client relationships, helping to deliver a range of financial services and solutions, and ensuring that client needs are met with the highest level of service and professionalism.

  • Provide wealth management services to Premier banking client.
  • Support the Relationship Manager with administrative tasks, including preparing reports, updating client information, and managing account documentation.
  • Proactively schedule and participate in client visits and conduct service quality check-in calls.
  • Ensure accurate and clear documentation of client interactions and orders in the appropriate system.
  • Provide professional feedback on proposals for improvements based on experience, incidents, or observations.
  • Assist in compiling and drafting proposals and presentations.
  • Take responsibility for client inquiries and investigations, collaborating with operational and middle office teams to ensure efficient resolutions.
  • Ensure adherence to banking policies and procedures, maintaining operational integrity while prioritizing client satisfaction.
  • Identify and document new business opportunities for referral to bankers or product specialists.

Requirements

  • 1-3 years relevant banking experience
  • Knowledgeable about banking products such as insurance, investments, and treasury.
  • Strong team player with good relationship management skills.
  • Excellent communication and interpersonal skills.
  • Must be able to exchange information in a concise and logical way.