About this role
WHO WE ARE:
As Singapore’s longest established bank, we have been dedicated to enabling individuals and businesses to achieve their aspirations since 1932. How? By taking the time to truly understand people. From there, we provide support, services, solutions, and career paths that meet their individual needs and desires.
Today, we’re on a journey of transformation. Leveraging technology and creativity to become a future-ready learning organisation. But for all that change, our strategic ambition is consistently clear and bold, which is to be Asia’s leading financial services partner for a sustainable future.
We invite you to build the bank of the future. Innovate the way we deliver financial services. Work in friendly, supportive teams. Build lasting value in your community. Help people grow their assets, business, and investments. Take your learning as far as you can. Or simply enjoy a vibrant, future-ready career.
Your Opportunity Starts Here.
Job Summary: Provide comprehensive support to a group of Relationship Managers in managing and enhancing Premier Banking client relationships. Assist to support client’s general enquiries and product information request to ensure timely response and personalized quality service delivery.
What you will be doing:
• Support and manage in-branch customer traffic at Premier Banking Centre and resolve clients’ enquiries on banking products/ services (if involves Investment or Insurance)
• Support general enquiries on wealth and insurance products, such as checking UT fund price, a/c outstanding balance, effective date of the order or maturity of the deal (e.g. Linked Deposit etc)
• Support RM and branch in account opening including Investment account
• Review & check wealth and insurance transactions prepared by RM, and follow up with customers or internal Departments in case of any discrepancy
• Provide I&I after sales services and follow-up
• Identify customer potential need and conduct I&I referrals
• Assist clients to resolve & follow through account maintenance and banking enquiries
• Provide administrative support to RM, including customer meeting/appointment arrangement, handshaking onboarding NTB customers, documentation follow-up
What we are looking for:
• Preferably degree holder in Banking & Finance or related disciplines
• Minimum 1 year of administrative experience
• Proficient in MS Office Applications
• Pass HKSI and IIQE Licensing requirements
#LI-GT1
What we offer:
Competitive base salary. A suite of holistic, flexible benefits to suit every lifestyle. Community initiatives. Industry-leading learning and professional development opportunities. Your wellbeing, growth and aspirations are every bit as cared for as the needs of our customers.