IPB Assistant Relationship Manager, C10, Singapore

Responsibilities

• Deliver wealth management services to International Personal Bank clients with guidance from the Banker teams.
• Manage and execute client transactions across banking, credit, and investment products, ensuring timely completion in accordance with audit and compliance standards.
• Own client investigations (e.g., statement reporting issues and pricing inquiries) and collaborate with operational and middle-office teams to resolve effectively.
• Coordinate account maintenance for all products and reporting on WINS, including address changes, phone number updates, account status changes, rates, and fee waivers.
• Enforce banking policies and procedures to maintain operational integrity while delivering high client satisfaction.
• Proactively arrange and participate in client visits and perform service quality check-in calls to clients.
• Obtain banker/client appointments to build upon existing relationships or establish new ones.
• Identify and document new business opportunities for referral to bankers or product specialists.
• Perform responsibilities through proficient use of Citi applications and participate in service-related process improvements.
• Assess risk appropriately in business decisions, safeguarding the firm's reputation and assets by driving compliance with laws and regulations, and escalating control issues with transparency.

Qualifications

• 1–3 years of relevant experience
• Mature personality with a high level of initiative and drive
• Strong team player with good relationship management skills
• Excellent communication and interpersonal skills

Education

Bachelor's/University degree or equivalent experience

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Job Family Group: Private Client Coverage

Job Family: Client Services

Time Type: Full time

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Most Relevant Skills

Please see the requirements listed above.

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Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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