Job Summary

The Associate Relationship Manager (ARM) supports Relationship Managers in managing Private Banking clients by delivering timely sales, customer service, and administrative support aligned with bank policies and compliance standards. The ARM also acts as back-up RM when needed.

Responsibilities

Customer Engagement

Serve Private Banking clients by addressing their financial needs with accuracy and timeliness
Build strong customer relationships and loyalty through consistent, personalized service delivery
Follow up proactively with clients to ensure positive customer contact experiences
Support cross-selling and referral initiatives to contribute to sales growth
Make daily relationship calls to engage clients on personal milestones such as birthdays
Respond promptly to customer and branch queries to maintain service quality
Act as back-up Relationship Manager to ensure seamless client service continuity during RM absence

Compliance and Control

Adhere strictly to BDO SG Private Banking operational policies to safeguard bank and client assets
Maintain audit-ready documentation for all transactions and conduct regular compliance assessments
Review sales and transaction documents meticulously to prevent errors and discrepancies
Collaborate closely with Relationship Managers to ensure sales compliance and follow up on closed deals
Escalate client or branch concerns to Relationship Managers for swift resolution

Business Support and Administration

Perform regular housekeeping to maintain organized work environment
Assist Relationship Managers with documentation preparation, system consultations, and service advice
Verify and review all sales documents and forms for accuracy and completeness
Track sales data and generate business reports as required
Maintain and securely store client files and documents in compliance with record retention policies

ASSOCIATE RELATIONSHIP MANAGER