Assistant Relationship Manager, Private Banking

  • Competitive
  • Singapore Singapore Singapore SG
  • Permanent, Full time
  • Bordier & Cie (Singapore) Ltd
  • 13 Aug 18 2018-08-13

The Assistant Relationship Manager role forms an integral part of the front office team. Working with a small number of Relationship Managers, the Assistant Relationship Manager is responsible for all administrative tasks required to support and service high net-worth clients so as to achieve client retention.

 

About Bordier & Cie

Bordier & Cie is an independent Private Banker established as an unlimited liability partnership in 1844 in Geneva. Since then, we have grown into an international banking group owned and managed by the fifth generation of the family.

Our Asian operations are personally led by one of the bank’s partners who is based in Singapore full-time where we offer full spectrum of traditional private banking and wealth management services.

 

Key Features of the Position

• Act as the main point of contact for a portfolio of clients dealing with day-to-day administration across the range of services and products in the Bank
• Respond in a timely and professional manner to client requests, owning task execution end to end, working pro-actively with other business units to ensure delivery, resolve issues with minimal/no errors
• Assist with end to end account management, monitoring and reviewing of all accounts to ensure they stay within the parameters requested by the client
• Assist Relationship Managers in management of client relationships by handling the administrative matters arising from client meetings (e.g. account opening, reporting), including annual reviews and credit applications/reviews
• Provide support in account opening and maintenance, transaction processing and service delivery of clients’ requirements
• Prepare ad-hoc reports for clients upon request
• Identify opportunities to improve current procedures and ways of working to the benefit of our clients and assist in the implementation of change
• To perform gate-keeping functions to ensure Relationship Managers’ compliance to all regulatory and internal policies and procedures
• Maintain an up to date working knowledge of the markets, economic position, research view and product set
• At all times comply with the Bank’s internal policies and practices; as well as all relevant industry rules and regulations

 

Pre-requisites

• CACS Paper I & II

Professional and Technical

• Tertiary education with a minimum of 4 years of work experience in the Wealth Management area
• Knowledge in booking & settling of trades of equities, derivatives, mutual funds, FX-linked products; handling account opening documentations, checking & releasing of payments and securities transfers
• Familiar with the legal & regulatory environment
• Excellent organizational, client servicing and problem solving skills

Personal and Social

• Excellent inter-personal skills
• Open and approachable
• Displays genuine interest in people
• Ability to relate to clients and colleagues from diverse backgrounds
• A natural team player
• Persistent and persuasive
• Passionate about client service
• Possesses good judgement and ability to work under pressure