Assistant Relationship Manager, Private Bank
Assistant Relationship Manager, Private Bank
LMA Recruitment4-6 Years
- Posted 6 hours ago
- Be among the first 10 applicants
Job Description
Access our latest Wealth Management Report here!
https://www.lmarecruitment.com.sg/2026-wealth-management-report#WealthManagement2026
About the Role
Our client is a leading private bank. This role offers the opportunity to work closely with their top performing Relationship Managers in delivering high-quality service to HNW/UHNW clients.
Responsibilities
- Support top performing Relationship Managers in portfolio management, including client servicing, documentation, and execution of investment transactions
- Serve as a primary contact for clients, handling enquiries, transactions, and day-to-day operational matters efficiently
- Assist with client onboarding, trade execution, and ongoing portfolio monitoring (e.g. maturities, margin levels)
- Ensure compliance with regulatory requirements while maintaining accurate client records and identifying opportunities to promote the bank's products and services
Required Skills
- Minimum 4 years of relevant experience in private banking assistant relationship manager roles
- Good understanding of investment products and wealth management solutions
- Proficiency in Mandarin language will be advantageous to liaise with North Asia clients
Feel free to reach out to me at [Confidential Information] and we can have a confidential chat or apply through this listing.
Company Reg No.: 201131609D | License No.: 24S2411 | Reg No: R24121689 | Desiree Low Sher Rae
More Info
Key Skills
About Company
Skills:
Aml, Trade Execution, Kyc, Private Banking products, Client servicing processes, Regulatory Requirements
Skills:
wealth management solutions, Trade Execution, Client Servicing, compliance with regulatory requirements, client onboarding, Portfolio Management, Mandarin language, investment products, investment transactions, portfolio monitoring
Skills:
Private Banking, Sales, Compliance, Customer Relationship Management, Financial Planning, Financial Markets, Investment Risk Management
Skills:
Proficiency in Japanese language, Basic knowledge of global financial markets, Client Relationship Management, Understanding of relevant products and services in Private Banking, CRM DiAS
Skills:
Microsoft Office, Banking Products, Financial Services, investment products