Overview
Our client, a Japanese wealth management company, is looking for an Assistant Relationship Manager for their branch in Singapore.
Responsibilities
Sales support
- Prepare customized sales support material for each AE and clients (eg offer sheet, P/L calculation sheet)
- Documentation support (eg prepare account opening form & related forms, SOW, incoming fund and remittance transactions)
Reports
- Prepare reports for Tokyo, HK and related entities (monthly/weekly report, EMC materials, ad-hoc reports that may assign from time to time)
CRM system
- Manage the CRM system/enhancement/troubleshoot
Transaction
- Receive and place trade orders for clients
- Process and prepare documentations for transfer of assets for clients
Secretarial and administrative
- Provide secretarial and administrative support to WCS team.
Ad hoc
- Support the team in ad-hoc tasks that may assign from time to time
- Buddy support to cover team member's absence
Requirements
- Bachelor degree or relevant professional qualifications
- 4 years of working experience in secretarial and administrative support role, preferably in the private wealth / banking
- CACS Paper 1&2
- Proficiency in MS Office, particularly MS Excel and Powerpoint.
- Organised, reliable, able to multi-task and work under pressure
- Resourceful, meticulous, positive working attitude, result and service oriented
- Team player with excellent people and communication skills
- Professional working proficiency in Japanese in order to liaise with Japanese speaking stakeholders.
We regret to inform that only shortlisted candidates will be notified.
Appreciate your understanding.
EA: JAC Recruitment Pte. Ltd.
EA Licence: 90C3026
EA Personnel: R24123855
EA Personnel Name: Mei Kamioka
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