Assistant Relationship Manager - Private Banking

Assistant Relationship Manager - Private Banking

Company Overview

Established in 2018 as a family office and Wealth Manager, our firm has grown into a respected presence in Singapore's financial sector. With a focus on delivering sophisticated and bespoke investment solutions, we are dedicated to guiding high-net-worth individuals and families through today's dynamic global economic landscape.

In line with our continued growth and long-term vision, we are proud to announce our transition into a Fund Management Company. This strategic evolution reflects our commitment to offering a broader range of institutional-grade investment capabilities, while upholding the same level of trust and personalised service that has defined our approach since inception.

Our success is built on a foundation of deep market expertise, disciplined investment processes, and a highly experienced team. As we expand, we continue to seek driven, intellectually curious individuals who aspire to build a meaningful career in wealth and asset management.

Why join us

We serve the clients in the pinnacle of the wealth management industry where you will gain valuable experience servicing the top 5% of the industry's client. Our team is young and closely knitted whom strives to provide quality wealth management service to our ultra high net worth clients.

Job Responsibilities:

- Assist Relationship Managers in managing a portfolio of high-net-worth clients, providing personalized financial solutions.

- Preparation of financial analyses and position trackers

- Collaborate with other departments (e.g., Wealth Management, Investment Advisory, Compliance) to ensure seamless service delivery

- Assist in conducting client reviews, identifying opportunities for cross-selling financial products and services.

- Stay updated on market trends, investment products, and regulatory changes to provide informed advice.

- Support administrative tasks related to account opening, client's account review, documentation, and client servicing.

- Assist in resolving client inquiries, issues, and concerns in a timely and professional manner.

- Participate in client events and presentations to enhance relationship with clients.

We're looking for:

- Poly fresh grad with diploma in Accounting, Business, or a related field.

- Willing to work on flexible schedule.

- Understanding of financial markets, investment products, and wealth management strategies.

- Excellent communication and interpersonal skills to build and maintain client relationships.

- Detail-oriented with strong analytical and problem-solving abilities.

- Ability to work effectively in a fast-paced, dynamic environment.

- Demonstrated professionalism, integrity, and confidentiality.