PR/096930 | Assistant Relationship Manager (SEA)

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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