Assistant Relationship Manager (Private Bank)
Serve as the primary support contact for client queries, transactions, and administrative requests Prepare client presentations and assist in administartive matters relating to onboarding of new clients Identify cross-selling opp
The client is a private bank. As an ARM, you will be involved in supporting the private bankers in servicing their HNW/UHNW client Job Description: Assist relationship managers with account management, documentation, investment execution, and day-to-day client requests.Serve as the primary support contact for client queries, transactions, and administrative requests Prepare client presentations and assist in administartive matters relating to onboarding of new clients Identify cross-selling opportunities and assist in marketing bank products and services Maintain regular follow-up with clients regarding investment maturities, instructions, and service requirements Process trade orders and monitor client portfolios (eg.
margin levels , upcoming maturities etc) Ensure full adherence to regulatory and compliance standards Maintain proper documentation and record keeping Skills and requirements: Bachelor’s degree in Finance, Business, Economics, or a related field 3 years of experience in private banking, wealth management, or financial services Strong understanding of financial products Excellent communication and interpersonal skills Strong analytical ability and attention to detail If you're interested in the above role, click on the 'apply' function now!
Alternatively, you can contact Claudia at claudia.wong@ethosbc.com for a confidential discussion. Only shortlisted candidates will be responded to, therefore if you do not receive a response within 14 days please accept this as notification that you have not been shortlisted.Reg. No. R2199597 BeathChapman Pte Ltd Licence no. 16S8112