Responsible for providing administrative and client service support to RM within the front office function servicing Private Banking clients.
27th May, 2025
Job ID:1019113 Responsibilities:
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
Requirements:
Minimum 3-5 years of relevant experience in client servicing, operations or sales support within financial institutions
Strong understanding of financial products and services
Excellent interpersonal, communication and client interfacing skills
Proficiency in Japanese (JLPT N1) is required to effectively liaise with Japanese-speaking clients and stakeholders.
Preferably CACS certified
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EA Personnel Name: Kajimkhaan Karalgash EA Personnel Reg. no.: R22107165 EA License no.: 07C5771
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