The Assistant Relationship Manager (ARM) - Private Banking role plays a key part in supporting client servicing, investment execution, and operational processes within a dynamic wealth management team. The position offers broad exposure to investment products and close collaboration with relationship managers, product teams, and operations functions to deliver a high standard of service to clients. This is a hybrid position.
Responsibilities
Coordinate closely with product development, operations, and other internal stakeholders to support day-to-day business activities
Perform Know Your Customer (KYC) and Anti-Money Laundering (AML) checks, ensuring all processes, documentation, and regulatory requirements are completed accurately
Support relationship managers in providing investment market updates and facilitating the execution of over-the-counter (OTC) and listed investment products, including foreign exchange, bonds, equities, funds, and structured products
Maintain and update client records, transaction reports, and other client-related data to ensure accuracy and completeness
Monitor investment product dealing infrastructure, processes, and systems while managing sales documentation, product agreements, and service-level agreements
Provide administrative and client support to relationship managers to ensure a seamless client experience
Contribute to the delivery of excellent customer service and enhancement of the overall client experience
Requirements
Bachelor’s degree or higher in Finance, Accounting, Economics, Business Administration, or a related discipline
Good understanding of economics, investment products, and market practices within the wealth management business
Proficiency in written and spoken English and Mandarin to support communication with Mandarin-speaking clients based in China
Strong organisational and multitasking abilities, with the capacity to manage multiple priorities and work effectively in a fast-paced environment
Detail-oriented approach, with a commitment to maintaining high standards of accuracy and compliance
Ability to collaborate effectively with internal stakeholders and support client-facing teams
About the company
A company in the banking and financial services industry providing corporate, private banking, and wealth management services. The organisation offers a range of financial products and investment-related services to support the needs of its clients.
JAC Recruitment Pte. Ltd.
EA Licence: 90C3026