The Assistant Relationship Manager - Private Banking role is a key position within the Private Banking team, supporting Relationship Managers and the Group Head across daily operations, administration, client servicing, and relationship management. The position will engage with internal and external stakeholders, provide clients with relevant information, and support the delivery of customised financial solutions while maintaining high standards of client service.
Responsibilities
Support Relationship Managers in servicing and growing client portfolios, acting as a key liaison for client needs
Assist in providing tailored financial advice across investments, lending, wealth structuring, and strategic planning
Oversee the efficient execution of day-to-day transactions, including securities trades, foreign exchange conversions, loan drawdowns, and payments
Monitor client portfolios and support the development of investment and wealth management strategies
Prepare and deliver customised reports, tax documentation, and investment materials to clients and their advisers
Coordinate account opening and onboarding processes for new clients, and manage documentation related to credit facilities and compliance requirements
Maintain high standards of client service, ensuring all communications are handled promptly and professionally
Liaise with internal teams, including Operations and Compliance, to ensure smooth and compliant service delivery
Ensure compliance with regulatory requirements, company policies, and internal controls
Perform other ad hoc duties and tasks as assigned by supervisors and management
Requirements
University degree and relevant experience in private wealth management, private banking, or financial services
Strong administrative and analytical skills, with close attention to detail and a commitment to compliance
Excellent interpersonal, verbal, and written communication skills
Client-focused and proactive, with the ability to perform effectively in a fast-paced environment
Proficiency in Microsoft Office applications, particularly Excel, Word, Outlook, and PowerPoint
CACS Papers 1 and 2
CMFAS Modules 1B, 5, 6A, and 8A certifications would be an advantage
About the company
A global private banking and wealth management organisation offering tailored solutions across investments, lending, and wealth planning. Its approach centres on understanding individual client needs and building long-term relationships.
JAC Recruitment Pte. Ltd.
EA Licence: 90C3026
EA Personnel Name: Tan Deshun
EA Personnel: R1879356
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