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Assistant Relationship Manager - CIBC SG
CIMB Singapore
sg
20h ago
71%
Strong
Job description
Key Responsibilities: Client Servicing and Relationship Support Act as the primary point of contact for clients on day‑to‑day servicing matters, supporting RMs in managing corporate client relationships. Handle client enquiries related to loan facilities, fixed deposits, account operations, documentation status, and transactional requests. Provide professional, timely, and solutions‑oriented responses to client needs while ensuring adherence to internal policies and service standards. Support RMs in portfolio management, including client onboarding, KYC coordination, facility utilisation monitoring, and periodic reviews. Assist in the preparation and maintenance of client credit and account documentation. Coordinate across internal stakeholders (Credit, Operations, Legal, Compliance, Product) to facilitate smooth deal execution and ongoing servicing. Track conditions precedent and conditions subsequent, escalating risks or delays as appropriate. Manage end‑to‑end loan drawdown processes, including validation of drawdown requests, documentation completeness, limit availability, and system booking. Liaise with Operations and relevant internal teams to ensure accurate and timely disbursement of facilities. Monitor facility utilisation, maturity profiles, and covenant‑related servicing triggers where applicable. Handle FD placements, renewals, rollovers, and maturity instructions for corporate clients. Ensure timely execution of FD maturity actions in accordance with client instructions and internal controls. Work with Treasury, Operations, and RMs to resolve any discrepancies or exceptions. Support account opening, account maintenance, mandate changes, and service instructions for corporate clients. Ensure client instructions are properly authorised, documented, and processed in line with bank policies and regulatory requirements. Participate in service improvement initiatives to enhance client experience and operational efficiency. Risk, Compliance and Controls Ensure all activities comply with internal policies, regulatory requirements, and audit standards. Highlight potential operational, credit, or servicing risks to RMs and relevant stakeholders on a timely basis. Support periodic reviews, audits, and regulatory requests pertaining to client servicing activities. Requirements: Bachelor’s or Master's Degree or any related disciplines (Banking/ Finance/ Business Administration) or equivalent professional qualification Minimum 2-5 years of experience in corporate banking, client servicing, assistant relationship management, or middle office/ operations support. Hands‑on exposure to loan drawdowns, facility servicing, and/or fixed deposit handling for corporate clients is preferred. Strong understanding of Corporate Banking products, particularly lending facilities and deposits. Good knowledge of banking operations, documentation, and servicing processes. High attention to detail with strong risk and control awareness. Proficient in banking systems and Microsoft Office applications. Strong written and verbal communication skills. Client centric mindset with good interpersonal skills. Strong coordination skills with the ability to manage multiple stakeholders and deadlines. Service excellence and ownership mindset. Ability to work effectively in a fast paced, regulated environment. Collaborative team player with a proactive approach to problem solving. Note: This is a 6-month fixed-term contract position