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
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
Always ensure adherence to internal and external regulations and policies
To be eligible for this role you will require:
Minimum 3-5 years of relevant experience in similar capacity or a relationship manager from priority/private client segment
Able to write in Mandarin will be an advantage
Bachelor degree or diploma from reputable institutions
Excellent interpersonal, communication and client interfacing skills
Please contact Kelly Phun by emailing your cv directly in word format with job reference no. Jo0000008056 to frontoffice@theedgepartnership.com
Please note that due to the high number of applications only shortlisted candidates will be contacted. If you do not hear from us in the next 5 business days we regret to inform you that your application for this position was unsuccessful.
EA License Number: 16S8131 Recruiter Licence Number: R1219710
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