Company Overview
A company in the private banking industry is hiring for an Assistant Relationship Manager position. This organization is focused on delivering tailored financial and wealth management solutions to high net worth clients, emphasizing long-term relationships, trust, and service quality. The role offers an opportunity to grow within a client-centric environment that values collaboration, professionalism, and strategic contribution.
Job Description
- Support the Relationship Manager in acquiring and growing assets under management for high net worth clients through effective and consistent relationship support
- Work closely with internal business divisions as a contact point for cross-referrals, client onboarding, and administrative coordination
- Partner with the Relationship Manager to deliver high-quality service, ensuring client needs are met across investment and wealth management objectives
- Maintain a strong understanding of product and service risks, ensuring compliance with all relevant regulatory and risk management requirements
- Ensure accurate and transparent disclosure of relevant information to clients
- Assist the Team Head in executing strategic initiatives and participate actively in business development activities
Qualifications
- Bachelor's degree in a relevant discipline from a recognized university
- Minimum 3 years of experience in private banking
- CACS Paper 1 and Paper 2 preferred
EA: JAC Recruitment Pte. Ltd.
EA Licence: 90C3026
EA Personnel: R25127837
EA Personnel Name: Jessy Chiew
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