Job Title: ARM– Private Banking
Role Overview:
We are seeking a detail-oriented and client-focused professional to provide administrative and client servicing support to Relationship Managers (RMs) within the Private Banking front office. The role involves close interaction with high-net-worth clients, ensuring seamless service delivery, operational efficiency, and adherence to regulatory standards.
Key Responsibilities:

Provide comprehensive administrative and client servicing support to Relationship Managers handling Private Banking clients.
Act as a key point of contact for client enquiries and instructions, ensuring timely resolution of requests and issues.
Monitor client account activities and transactions, ensuring accuracy and compliance.
Support RMs in delivering financial advisory services, including preparation of relevant documentation and materials.
Maintain and update client records, reports, and databases, including contact details, account information, credit facilities, and review statuses.
Manage administrative tasks such as scheduling appointments, coordinating meetings, preparing correspondence, arranging travel, and developing presentation materials.
Liaise with internal stakeholders including Product Teams, Operations, and other functional units to ensure smooth execution of client requests.
Ensure strict adherence to internal policies, compliance standards, and regulatory requirements at all times.

Key Requirements:

3 to 10 years of relevant experience in client servicing, operations, or sales support within financial institutions, preferably in Private Banking or Wealth Management.
Bachelor’s degree or Diploma in Finance, Business, or a related discipline.
Strong understanding of financial products and banking services.
Excellent interpersonal, communication, and client management skills.
High level of accuracy with strong attention to detail.
Proactive and adaptable mindset with the ability to thrive in a fast-paced environment.
Strong team player with the ability to collaborate effectively across departments.
Resilient, empathetic, and service-oriented approach to client engagement.
CACS certification is preferred.

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ARM-Private Banking