Assistant Relationship Manager Private Banking, NRI

Our client, a leading private bank, is looking to appoint an Assistant Relationship Manager (ARM) to support its Non-Resident Indian (NRI) client segment in Singapore.

The role will work closely with Relationship Managers in managing high-net-worth and ultra-high-net-worth clients, supporting client servicing, account management and the execution of investment and banking solutions.

Key Responsibilities

• Support Relationship Managers in managing and servicing a portfolio of NRI high-net-worth and ultra-high-net-worth clients.
• Act as a key point of contact for day-to-day client servicing and account-related matters.
• Assist with client onboarding, account opening, KYC and documentation requirements.
• Prepare client reviews, portfolio reports, meeting materials and investment-related presentations.
• Coordinate with internal teams including Investment Advisory, Product, Credit, Operations, Compliance and Legal to facilitate client requests.
• Assist Relationship Managers with investment transactions and the implementation of wealth management solutions.
• Monitor client portfolios, transactions and documentation to ensure timely follow-up.
• Identify opportunities to deepen existing client relationships and support cross-selling of relevant banking and investment products.
• Maintain accurate client records and ensure all activities comply with the bank's internal policies and regulatory requirements.
• Support Relationship Managers in developing and maintaining strong relationships with NRI clients and their families.

Requirements

• Degree in Finance, Business, Economics or a related discipline.
• 3-6 years of relevant experience in Private Banking, Wealth Management or a similar client servicing role.
• Experience supporting NRI clients would be highly advantageous.
• Good understanding of private banking products, investments and wealth management solutions.
• Strong client servicing and relationship management skills.
• Excellent organisational skills, with strong attention to detail and ability to manage multiple client requirements.
• Good communication and interpersonal skills.

Application Process

Qualified candidates are invited to submit their updated CV to Jun Leong at [Confidential Information], referencing the position title in the subject line to expedite the assessment process. Due to the anticipated volume of applications, only shortlisted candidates will be contacted.

License No: 24S2395

Registration No: R1874438