The Assistant Relationship Manager role offers an opportunity to join the Southeast Asia Desk within the Wealth Management division of a leading global financial institution. Based in Singapore, the position operates in a dynamic and client-focused environment, supporting high-net-worth individuals and families with bespoke financial solutions and exceptional service.
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 enquiries 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 the 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 recognised institution
CACS Papers 1 and 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
About the company
A leading global financial institution with a strong presence across more than 30 countries. The organisation provides financial services through its established international operations, including wealth management services for individuals and families.
JAC Recruitment Pte. Ltd.
EA Licence: 90C3026
EA Personnel Name: Wong Hoe Meng
EA Personnel: R26159681
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