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Not stated
Work mode
On-site
Experience
Experienced
About the role
This role supports Front Office Relationship Managers at Bank of Singapore, covering client accounts held both locally and at overseas BOS locations. You will act as a key link between RMs, clients and internal teams across wealth management, credit, payments and onboarding. It suits someone with private banking client servicing experience who is comfortable in a fast-paced environment.
What you'll do
Support RMs with trade execution, financial advisory services and client instructions across investment, banking and credit products
Coordinate with Investment Advisors, Operations, Product Specialists, Credit and Compliance teams
Assist with account unblocking for trades, with approvals from onshore and offshore RMs/ARMs
Check margin status, cash and holdings before orders are executed
Ensure disclosures are completed by RMs/IAs and required documents are signed and sent to clients
Host clients at the Singapore office and handle servicing tasks as needed
Process blocking and unblocking requests for selected accounts
Process client static data updates
Manage money market loan and deposit placements and renewals, keeping margin availability in place
Handle corporate actions, client communications and processing of client instructions
Respond to client and internal queries during Singapore hours before onshore locations open
Process letters of instruction from clients
Perform urgent call backs during Singapore hours or public holidays for Front Office RMs
Submit payment requests before currency cut-off times
Resolve payment issues and follow up on missing or invalid payment details
Process end-to-end portfolio transfers with internal checks to maintain sufficient margin
Obtain Credit Monitoring approval for leverage accounts
Act as intermediary between RMs/ARMs and clients for new account onboarding clarifications
Assist onshore RMs with outstanding matters alongside Compliance and Operations
Set up accounts under discretionary or active mandates
Handle credit applications, renewals, changes and mortgage redemptions
Coordinate with lawyers and other external parties on property matters
Follow up with clients on documents, property valuations and insurance renewals
Update internal records for credit limit or margin call actions
Work with clients on margin or liquidation call plans and keep the team informed
Manage credit card applications and monthly payments
Good to know
Staggered hours on a weekly rotation: 9am–6pm and 1pm–10pm
Team coverage hours run 9am to 11pm Singapore time, Monday to Friday
Based at BOS Singapore
Requirements
At least 5 years' related experience in UHNW wealth management, client servicing or front office sales support with multinational private banks
Able to handle complex structures for wealth management, new account onboarding and ongoing documentation
Sound knowledge of wealth management products and services, including investment products
Good understanding of wealth management credit such as lending and leverage
Excellent communication and client interfacing skills
Meticulous with strong attention to detail and problem solving
Benefits
Attractive remuneration package
Non-financial benefits
Development opportunities within OCBC Group's global network
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