Overview
A leading global financial institution with a strong presence across more than 30 countries is seeking a
Assistant Relationship Manager to join its Wealth Management division
SEA Desk in Singapore.
This role offers the opportunity to work within a dynamic and client-focused environment, supporting high-net-worth individuals and families with bespoke financial solutions and exceptional service.
Key Responsibilities
- Provide end-to-end support in client servicing, relationship management, and account maintenance to assist Relationship Managers in their business development efforts.
- Respond to client inquiries related to account documentation, transaction activity, statements, and general product or service information.
- Coordinate with clients, internal support teams, and external service providers to ensure timely execution of transactions and delivery of services.
- Support client onboarding and offboarding processes, including pre-checks and periodic account reviews.
- Ensure all operational activities comply with internal policies and regulatory requirements.
- Accurately execute and report orders across various asset classes, including equities, foreign exchange, structured products, and fixed income.
- Provide administrative and secretarial support, including logistics coordination for meetings and business travel.
- Perform additional duties as assigned by the supervisor.
Requirements
- Bachelor's degree from a recognized institution.
- CACS Paper 1&2
- At least 3 years of experience in client servicing or relationship management within the wealth management or private banking sector.
- Solid understanding of investment products, financial planning, and wealth management principles.
- Strong communication and interpersonal skills, with a client-centric and detail-oriented approach.
- Ability to manage multiple tasks efficiently and work collaboratively within a team environment.
We regret to inform that only shortlisted candidates will be notified.
Appreciate your understanding.
EA: JAC Recruitment Pte. Ltd.
EA Licence: 90C3026
EA Personnel: R26159681
EA Personnel Name: WONG HOE MENG
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