BA4
Private Banking
BA4-PrivateBankExecutive
Neural analysis suggests this role is
optimal for Mid+ candidates.
“BA4 - Private Bank Executive at BA4. Skills: Client portfolio management, Client experience optimization, Relationship management support. Assist relationship managers. Manage client portfolios”
What You'll Achieve.
Perform prescribed activities timely; Perform prescribed activities to high standard; Drive continuous improvement; Deliver to a consistently excellent standard; Take responsibility for end results; Embed new policies/procedures; Manage risk; Strengthen controls; Deliver work in line with rules; Deliver work in line with regulations; Deliver work in line with codes of conduct
Industry & Context.
Resolve problems by identifying solutions; Apply acquired technical experience; Make evaluative judgements; Analyze factual information; Pay attention to detail
Legal Right to Work in Singapore, Declare visa status if sponsored
What They're Looking For.
Must Have
Risk and controls, Change and transformation, Business acumen, Strategic thinking, Job-specific technical skills
What You'll Do.
Assist relationship managers
Manage client portfolios
Optimize client experience
Maintain client information
Manage contracts and agreements
Prepare reports and presentations
Manage expense reports
Gather market trend information
Manage inbound/outbound communication
Support client projects
Support clients with product/service tasks
Manage client relations
Resolve customer concerns
Maintain client data confidentiality
Follow data security protocols
How You'll Work.
Team & Collaboration
Partner with other functions; Partner with business areas; Advise and influence decision making; Act as contact point for stakeholders; Build network of contacts
Communication Scope
Communicate complex information; Communicate sensitive information
Process & Methodology
Client project planning, Client project tracking, Client project execution, Timeline management, Resource management
Full Job Description
# **Job Description** **Purpose of the role** To assist relationship managers to effectively manage their client portfolios and optimise the client experience. **Accountabilities** * Maintenance of client information, management of contracts and agreements, and preparation of reports, presentations, and other materials. * Coordination of schedules for relationship managers and clients, ensuring efficient time management and smooth communication. * Processing of transactions, management of expense reports, and routine requests to free up the relationship manager's time for strategic activities. * Information gathering on relevant market trends, competitor offerings, and industry news to support the relationship manager in providing informed advice and tailored solutions. * Analysis of client data, preparation of reports on portfolio performance, and provision of insights to inform portfolio adjustments and client recommendations. * Management of inbound and outbound communication through phone, email, and other channels, relaying important information and response to client inquiries. * Provision of support to relationship managers with planning, tracking and the execution of complex client projects by managing timelines and resources, identifying potential issues, summarising client portfolios and proactively communicating updates and opportunities to the relationship manager. * Support to clients with everyday product and services tasks such as deposits, withdrawals, transfers, bill payments, mobile app support as well as updating personal information, contact details and account preferences. * Guidance to new customers through account opening procedures, explanation of account terms and conditions, and setting up of online access and other services. * Management and maintenance of client relations by resolving various customer concerns and inquiries, including account balances, statements, transactions, fees. * Maintenance of confidentiality and security of client
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