Assistant Relationship Manager
Company Overview
Founded in 2018 as a family office and External Asset Manager, we have rapidly evolved into a prominent player in Singapore’s financial landscape. Our mission is to assist high net-worth individuals and families navigate the ever-changing macro-economic landscape.In the dynamic and complex world of finance, we are our client’s partner in safeguarding and growing our client wealth.
We are thrilled to announce our transformation from a Multi-Family Office into a Full-Fledged Fund Management Company. This transition underscores our commitment to providing comprehensive, sophisticated, and tailored investment solutions to our clients.With a strong track record of success, a seasoned team of experts, and a deep understanding of the global financial markets, we are our client go-to partner for managing and growing our client’s wealth.
Business Function
In Private Wealth Management, we strive to deliver tailored solutions and provide bespoke services to Ultra High Net Worth clients. Our Assistant Relationship Manager serve as an important bridge between the portfolio managers and the clients.Our team is young and closely knitted that performs in a fast paced environment where tasks are to be executed with high precision.
Job Description
This is a new Assistant Relationship Manager (ARM) opportunity, as part of the expansion in the Singapore team and we are looking for Assistant Relationship Manager (ARM) professionals from Junior to Mid-level. We are seeking a highly motivated and detail-oriented Assistant Relationship Manager to join us.This role sits at the core of the trade lifecycle, providing critical support to the investment team in executing and maintaining the integrity of derivative, swap, and cash transactions. You will play a hands-on role in ensuring the accuracy, timeliness, and compliance of our trading activities, while working closely with both internal and external stakeholders.
Responsibilities- Deliver accurate and timely operational support across derivatives, swaps, and cash management processes
- Execute daily trading operations including trade capture, settlement coordination, pricing validation, and monitoring of corporate actions
- Ensure data integrity by accurately recording trades and reconciling trade details with brokers and counterparties
- Maintain organized trade documentation and generate clear, timely reports for internal stakeholders
- Proactively investigate and resolve trade discrepancies, settlement breaks
- Monitor compliance with internal controls and external regulatory requirements across all middle office processes
- Minimum Diploma/ Degree holder in Accounting, Business or Mathematics
- 3 years of experience in Wealth Management
- Fresh graduate are also welcome to apply
- Meticulous, strong attention to details
- Possess future oriented mindset, strive to innovate and adapt to changes
- Ability to work effectively in a fast-paced, dynamic environment.
- Demonstrated professionalism, integrity, and confidentiality.