ASSOCIATE RELATIONSHIP MANAGER

BDO UNIBANK, INC. (Singapore Branch)

Singapore, Singapore
Not specified
Private banking client management
Sales compliance adherence
Customer service delivery
BDO Unibank, Inc. is seeking an Associate Relationship Manager to support Private Banking clients by providing exceptional customer service and administrative support. The role involves engaging clients, ensuring compliance with banking policies, and assisting Relationship Managers in their duties

Job Summary

  • The Associate Relationship Manager supports Relationship Managers in managing Private Banking clients by delivering timely sales and customer service.
  • Employees must adhere strictly to bank operational policies to safeguard assets and maintain audit-ready documentation for all transactions.
  • The role involves acting as a back-up Relationship Manager to ensure seamless client service continuity during RM absence.

Matching Summary

Match Score: 85

BDO Unibank, Inc. is seeking an Associate Relationship Manager to support Private Banking clients by providing exceptional customer service and administrative support. The role involves engaging clients, ensuring compliance with banking policies, and assisting Relationship Managers in their duties.

Skills & Requirements

Must-have

  • Private Banking client management
  • Sales compliance adherence
  • Customer service delivery
  • Documentation accuracy review
  • Cross-selling initiatives

Nice-to-have

  • Proactive client engagement
  • Personalized service delivery
  • Strong relationship building
  • Audit-ready documentation skills
  • Seamless backup support capability

Key Requirements

  • Adherence to BDO SG Private Banking policies
  • Experience with sales document verification
  • Ability to manage client financial needs

Work Rights

Not specified

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