Assistant Relationship Manager (Private Bank)

Company : Ethos Beathchapman

Job Description - Assistant Relationship Manager (Private Bank)

The client is a private bank. As an ARM, you will be involved in supporting the private bankers in servicing their HNW/UHNW client

Job Description:

Assist relationship managers with account management, documentation, investment execution, and day-to-day client requests.
Serve as the primary support contact for client queries, transactions, and administrative requests
Prepare client presentations and assist in administartive matters relating to onboarding of new clients
Identify cross-selling opportunities and assist in marketing bank products and services
Maintain regular follow-up with clients regarding investment maturities, instructions, and service requirements
Process trade orders and monitor client portfolios (eg. margin levels , upcoming maturities etc)
Ensure full adherence to regulatory and compliance standards
Maintain proper documentation and record keeping

Skills and requirements:

Bachelor’s degree in Finance, Business, Economics, or a related field
3 years of experience in private banking, wealth management, or financial services
Strong understanding of financial products
Excellent communication and interpersonal skills
Strong analytical ability and attention to detail

If you're interested in the above role, click on the 'apply' function now! Alternatively, you can contact Claudia at [email protected] for a confidential discussion.

Only shortlisted candidates will be responded to, therefore if you do not receive a response within 14 days please accept this as notification that you have not been shortlisted.

Reg. No. R2199597
BeathChapman Pte Ltd
Licence no. 16S8112

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

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Assistant Relationship Manager (Private Bank)

Job Description - Assistant Relationship Manager (Private Bank)

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