Assistant Relationship Management at LGT Crestone Wealth Management Limited

Singapore, , Singapore -

Full Time

Start Date

Immediate

Expiry Date

04 Sep, 26

Salary

0.0

Posted On

06 Jun, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer Care, Relationship Management, Compliance Management, Securities Processing, Foreign Exchange, Payment Transactions, Avaloq, Office Management, E-banking, Digital Skills, AI, English Proficiency, Administrative Support, Data Integrity, Regulatory Reporting, Client Communication

Industry

Financial Services

Description

LGT is the largest Private Banking and Asset Management group in the world to be owned by an entrepreneurial family. As the family office of the Princely House of Liechtenstein, we have years of experience in the management of sizeable sums of assets. Job Description Key responsibilities ▪ Customer Care and Communication: Maintain close and proactive communication with clients, addressing their inquiries related to accounts, missing documents, e-banking, and other issues. Update and maintain accurate customer information with internal systems, ensuring data integrity and confidentiality. ▪ Handling Customer Orders: Receive and process client orders in collaboration with the Relationship Manager in areas such as securities, foreign exchange, and payment transactions. Monitor transaction processes to ensure timely execution and address any discrepancies or issues that may arise. Handling processes such as securities deliveries, trade settlements, loan maturities, and deposit management. Provide clients with updates and confirmations regarding their orders. ▪ Administrative and Compliance Management: Undertake comprehensive organisational and administrative tasks, including managing correspondence and credit demands. Ensure all necessary documentation for the account opening process is completed accurately and promptly. Ensure compliance with all regulatory requirements and internal policies. Support the preparation and submission of reports to regulatory bodies as required. ▪ Relationship Management Support: Efficiently support Relationship Managers in all organisational matters and coordinating travel arrangements. Prepare comprehensive materials for and after customer appointments, including briefing notes, reports and presentation decks. Requirements Qualifications and skills for the job ▪ Educational background: A completed banking apprenticeship is typically expected. Alternatively, candidates with a basic commercial apprenticeship and several years’ practical experience in banking, or an equivalent education with relevant practical experience, will also be considered. ▪ Professional experience: Several years of practical experience in the banking sector, as well as experience in dealing with regulatory requirements and international clientele. ▪ Track record: Demonstrated ability to work independently, efficiently and accurately in a dynamic client-oriented environment. Proactive support of Relationship Managers and responsible handling of administrative tasks. ▪ Technical skills: Excellent knowledge of Office Management; experience in Avaloq is an advantage, ebanking and digital skills including AI. ▪ Language skills: Strong communication skills, both written and verbal, in English and the local language. Proficiency in additional languages relevant to the client base is an advantage. Key differentiators to S2 ▪ Knowledge and Application: Applies in-depth knowledge to handle more complex client, transactional, and organisational matters, often adapting standard processes to suit unique client or compliance needs. Identifies opportunities to refine or improve procedures. ▪ Impact and Accountability: Achieves own targets and contributes to team goals by resolving challenging tasks and suggesting operational improvements. Supports the team in addressing issues and ensuring high standards of service and compliance. ▪ Job Autonomy: Manages work with moderate oversight, takes initiative in resolving client or internal issues, and may make recommendations for process optimisations. Seeks agreement with superiors on non-standard approaches. ▪ LGT Competencies: Competent and reliable in applying LGT competencies within their role. ▪ Typically > 5 years of similar professional experience or relevant education/training. Contact Information We are looking forward to receiving your online application. For any further information please do not hesitate to contact us! LGT Bank (Singapore) Ltd. Human Resources Lincoln Lee

Responsibilities

Provide comprehensive support to Relationship Managers by handling client inquiries, processing financial transactions, and managing account documentation. Ensure strict adherence to regulatory compliance and internal policies while maintaining high standards of customer care.