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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