Assistant Relationship Manager

The Assistant Relationship Manager role offers an opportunity to join the Southeast Asia Desk within the Wealth Management division of a leading global financial institution. Based in Singapore, the position operates in a dynamic and client-focused environment, supporting high-net-worth individuals and families with bespoke financial solutions and exceptional service.

Responsibilities

• Provide end-to-end support in client servicing, relationship management, and account maintenance to assist relationship managers in their business development efforts

• Respond to client enquiries related to account documentation, transaction activity, statements, and general product or service information

• Coordinate with clients, internal support teams, and external service providers to ensure the timely execution of transactions and delivery of services

• Support client onboarding and offboarding processes, including pre-checks and periodic account reviews

• Ensure all operational activities comply with internal policies and regulatory requirements

• Accurately execute and report orders across various asset classes, including equities, foreign exchange, structured products, and fixed income

• Provide administrative and secretarial support, including logistics coordination for meetings and business travel

• Perform additional duties as assigned by the supervisor

Requirements

• Bachelor's degree from a recognised institution

• CACS Papers 1 and 2

• At least 3 years of experience in client servicing or relationship management within the wealth management or private banking sector

• Solid understanding of investment products, financial planning, and wealth management principles

• Strong communication and interpersonal skills, with a client-centric and detail-oriented approach

• Ability to manage multiple tasks efficiently and work collaboratively within a team environment

About the company

A leading global financial institution with a strong presence across more than 30 countries. The organisation provides financial services through its established international operations, including wealth management services for individuals and families.

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

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