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Job Details
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| Client Relationship Associate, Singapore |
| bs/b0437332/00057619 |
| RBS |
| Private Banking / Broking |
| Negotiable |
| Singapore |
North West
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| Permanent |
| 19/12/2011 20:33:00 |
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| Job Description |
Job Description
Key Accountabilities:
Client contact
.Act as second point of contact for clients dealing with issues on behalf of the Private Banker and covering during their absence-
.Attend client meetings, as agreed with Private Banker, to assist with personal development and enhancing the client experience- Meet top 10 clients in Private Banker portfolio at least once per annum (can be adjusted by agreement depending on local circumstances)-
.Undertake targeted number of pro active "client service reviews" on clients identified by Private Banker, typically those who are less active, referring to Private Banker opportunities and issues identified-
.Undertake proactive outbound calls / mailings in respect of sales and marketing matters under the supervision of the Private Banker-
.Support unit with client functions as well as sales and marketing activities-
.Undertake "care calls" in respect of complaints, as directed by Private Banker, in addition to overseeing the satisfactory resolution of complaints-
.Ensure that appropriate Coutts and RBSG policies and procedures are followed for all client business and bank responsibilities-
Sales and marketing
.Identify new or improved sales and marketing opportunities via researching client, segment and / or industry information, utilising local and central resources, on behalf of Private Banker in line with planning and portfolio profitability management analysis- (target to be set)
.Maintain sales database of potential and existing clients by agreed definitions e-g- product and profession-
.Pro actively co-ordinating Private Banker clients visits / marketing trips maximising Private Banker schedule as well as contacting clients for formal reviews (investment and lending) in a timely manner-
.Responsible for ensuring Private Banker is fully prepared for meetings and liasing with colleagues, as appropriate-
.Handling leads from New Business Unit and undertaking necessary follow up activities feeding back to Private Banker as appropriate-
Workflow and processing
.Ensure efficient co-ordination of workflow to ensure client satisfaction via accurately inputting work instructions onto bank systems (e-g- CWIS), managing e-mail and work queues-
.Preparing client letters, including complex correspondence and multi product sale suitability letters, preparation of complex credit applications and client documentation analysis (e-g- financial statements) within agreed time scales-
Training and development
.Undertake training & development in prescribed processes and activities-
.Maintain understanding & knowledge of the application of sales and marketing processes, relevant regulated and non - regulated products, services, procedures and reporting requirements, plus money laundering and compliance regulations-
.Assist with on job training as directed-
Requirements
Professional Requirements: - More than 3 years experience gained in a private bank
- Client service experience / profile-
- Ability to work on own initiative and unsupervised
- Requires excellent interpersonal and communication skills, organisational skills, timeliness, accuracy and a positive attitude to work-
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If you are interested in this vacancy, please apply using the buttons below.
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