Client Service Officer - Private Banking
$ 5,000 - $ 9,000 / month
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Our client is a well known bank in Singapore
Key Responsibilities:
- Provide administrative and client service support to Relationship Managers (RMs) serving Private Banking clients
- Respond to client inquiries, resolve issues, and fulfill requests
- Monitor client account transactions and activities
- Assist RMs in delivering financial advisory services to clients
- Maintain accurate client data and reports
- Perform administrative tasks, such as scheduling appointments, preparing correspondence, and coordinating travel arrangements
- Collaborate with internal teams, including Product Groups and Operations
- Ensure compliance with regulatory requirements and internal policies
Requirements:
- Minimum 3 years of experience in client servicing, operations, or sales support within financial institutions
- Bachelor's degree or diploma from a reputable institution
- Strong knowledge of financial products and services
- Excellent interpersonal, communication, and client-facing skills
- Meticulous attention to detail and ability to work in a fast-paced environment
- Collaborative mindset with ability to work across departments
- Preferably CACS certified
Desirable Traits:
- Future-oriented mindset with ability to innovate and adapt to change
- Empathetic, passionate, and resilient in a dynamic environment
Our client is a well known bank in Singapore
Key Responsibilities:
- Provide administrative and client service support to Relationship Managers (RMs) serving Private Banking clients
- Respond to client inquiries, resolve issues, and fulfill requests
- Monitor client account transactions and activities
- Assist RMs in delivering financial advisory services to clients
- Maintain accurate client data and reports
- Perform administrative tasks, such as scheduling appointments, preparing correspondence, and coordinating travel arrangements
- Collaborate with internal teams, including Product Groups and Operations
- Ensure compliance with regulatory requirements and internal policies
Requirements:
- Minimum 3 years of experience in client servicing, operations, or sales support within financial institutions
- Bachelor's degree or diploma from a reputable institution
- Strong knowledge of financial products and services
- Excellent interpersonal, communication, and client-facing skills
- Meticulous attention to detail and ability to work in a fast-paced environment
- Collaborative mindset with ability to work across departments
- Preferably CACS certified
Desirable Traits:
- Future-oriented mindset with ability to innovate and adapt to change
- Empathetic, passionate, and resilient in a dynamic environment