Assistant Relationship Manager - GCNA

The Assistant Relationship Manager - GCNA role supports relationship managers in delivering account management, investment execution, and day-to-day services to clients across the North Asia desk. Based onsite in Singapore, the position offers exposure to client onboarding, portfolio monitoring, banking products, and regulatory processes within a collaborative private banking environment.

Responsibilities

• 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 with administrative matters relating to the onboarding of new clients

• Identify cross-selling opportunities and support the marketing of the bank's products and services

• Maintain regular follow-up with clients regarding investment maturities, instructions, and service requirements

• Process trade orders and monitor client portfolios, including margin levels and upcoming maturities

• Ensure adherence to regulatory and compliance standards while maintaining accurate documentation and records

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

• CACS certification is preferred

• Proficiency in Mandarin is essential to support Mandarin-speaking clients

Benefits

• Professional and personal development programmes

• Career development opportunities within a broad global network

About the company

A company in the private banking industry based in Singapore. The organisation promotes a culture of openness, collaboration, and fairness while supporting the professional and personal growth of its employees.

JAC Recruitment Pte. Ltd.
EA Licence: 90C3026
EA Personnel Name: Wong Hoe Meng
EA Personnel: R26159681