Assistant Relationship Manager

Company : Non-disclosed

Job Type : Full Time

Singapore

Job Description - Assistant Relationship Manager

Key Responsibilities
- Provide day-to-day support to Relationship Managers in managing HNW/UHNW client relationships.
- Act as a key point of contact for clients on operational and administrative matters.
- Coordinate account opening, maintenance, periodic reviews, and KYC/AML documentation.
- Assist with onboarding new clients and ensuring all regulatory requirements are fulfilled.
- Support execution of investment transactions across various asset classes, including equities, bonds, funds, structured products, and FX.
- Liaise with internal stakeholders such as Compliance, Operations, Client Onboarding, Credit, Product Specialists, and Risk teams.
- Prepare client meeting materials, investment proposals, portfolio reviews, and presentation decks.
- Monitor client portfolios and follow up on pending transactions, documentation, and service requests.
- Ensure timely resolution of client queries and requests while maintaining high service standards.
- Support Relationship Managers in identifying opportunities to deepen client relationships and grow assets under management (AUM).
- Maintain accurate client records in accordance with internal policies and regulatory requirements.

Requirements
- Bachelor's degree or Diploma in Banking, Finance, Business, Economics, or related discipline.
- Minimum 1-5 years of experience in Private Banking, Wealth Management, Retail Priority Banking, External Asset Management (EAM), Family Office, or a related financial services environment.
- Experience supporting Relationship Managers and handling client servicing responsibilities.
- Familiarity with account opening processes, KYC/AML requirements, and investment products.
- Strong attention to detail and ability to manage multiple priorities in a fast-paced environment.
- Excellent communication and interpersonal skills.
- Proficiency in Microsoft Office applications.
- CACS certification or willingness to obtain the relevant licensing requirements.
- Proficiency in additional Asian languages (e.g. Mandarin) is advantageous due to interaction with regional clients.

Original job Assistant Relationship Manager posted on GrabJobs ©. To flag any issues with this job please use the Report Job button on GrabJobs.

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About the Company

Non-disclosed

Our client is a Single Family Office that has been managing its investments since 2019. Due to business expansion and long-term strategic growth plans, they are hiring an Investment / Operations professional to support the Principal in managing the portfolio. This role offers a unique opportunity fo...

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Assistant Relationship Manager

Job Description - Assistant Relationship Manager

About the Company

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