Assistant Relationship Manager / Client Service Manager Mandarin Speaker

Assistant Relationship Manager / Client Service Manager – Mandarin Speaker

Jupiter Wealth Advisors Pte Ltd – Singapore

Position based in Singapore

About Jupiter Wealth Advisors Group

Jupiter Wealth Advisors is an independent wealth management firm established in 2022, specializing in tailored investment management, family office solutions, and corporate finance advisory for high-net-worth and ultra-high-net-worth individuals, family offices, and institutions. With a client-first approach and deep financial expertise, we deliver strategic wealth solutions designed to drive long-term success.

The Jupiter Group is one of the fastest-growing wealth managers in the U.A.E, having begun operations in Dubai in 2022. With a team of over 80 professionals, including 40 experienced advisors and relationship managers, Jupiter continues to expand its presence in Switzerland and Singapore.

Job Description

As an Assistant Relationship Manager / Client Service Manager in our Singapore office, you will play a key role in supporting Relationship Managers in the day-to-day management of client relationships while contributing to the development of Jupiter's wealth management platform in Singapore.

You will work closely with Relationship Managers, Investment Counsellors, and operational teams to ensure a high level of service and execution for our international client base.

Your primary responsibilities will include:

• Managing the client onboarding lifecycle, ensuring adherence to internal procedures and timely turnaround of account opening requests.
• Coordinating and monitoring the execution of client instructions, ensuring accuracy, efficiency, and timely communication with all stakeholders.
• Supporting Relationship Managers in periodic client reviews, ongoing due diligence exercises, and suitability assessments.
• Acting as a key point of contact for internal and external client queries, ensuring prompt resolution and a high standard of service.
• Maintaining comprehensive records of client interactions, requests, and resolutions in accordance with internal policies and regulatory requirements.
• Assisting in the review and maintenance of client portfolio information and documentation.
• Identifying opportunities to improve operational processes, service quality, and client experience.
• Coordinating closely with internal departments to ensure seamless delivery of services and effective client support.
• Supporting adherence to MAS regulations, AML/CFT requirements, sanctions controls, client classification, and suitability standards.
• Monitoring service quality standards and escalating issues where appropriate to ensure an exceptional client experience.
• Participating in business and operational initiatives aimed at enhancing efficiency, scalability, and service excellence.

Profile & Requirements

• Singapore Citizens and Permanent Residents (PRs) are preferred.
• Minimum 10 years of experience in private banking, wealth management, EAM/MFO, or a similar client servicing role.
• Strong understanding of wealth management products, financial markets, and private banking operations.
• Experience supporting Relationship Managers and servicing HNW/UHNW clients in an international environment.
• Familiarity with account opening procedures, compliance requirements, and MAS regulatory standards.
• Excellent organizational skills, with strong attention to detail and the ability to manage multiple priorities.
• Strong interpersonal and communication skills, with a client-centric mindset.
• Ability to work in a fast-paced and entrepreneurial environment.
• Fluency in Mandarin is mandatory, while proficiency in additional languages is highly valued.
• Experience with private banking platforms and CRM systems is a strong advantage.

Why Join Jupiter Wealth Advisors

At Jupiter Wealth Advisors, you will join a team of top-tier professionals in a firm that values independent thinking, client-centric service, and financial excellence. We provide the agility of a boutique firm with the expertise of a global institution, empowering you to deliver superior wealth solutions through an open architecture of multiple platforms.

Join us and help shape the future of Jupiter's wealth management in Singapore!

Jupiter Wealth Advisors – Official Website