Assistant Relationship Wealth Manager
Derek Koh Organisation Toa Payoh Full-time
Role: Assistant Relationship Wealth Manager (ARWM)
Role Overview
The Assistant Relationship Wealth Manager (ARWM) plays a critical role in the growth and retention of our high-net-worth and retail client base. You will work directly with our Wealth Managers to manage client relationships, streamline administrative processes, and identify wealth-enhancement opportunities.
This is a dynamic role designed for individuals who are detail-oriented yet possess the "sales flair" to thrive in a performance-driven environment.
Key Responsibilities- Client Relationship Support
- Serve as the primary point of contact for client inquiries, ensuring high levels of service and responsiveness.
- Assist Wealth Managers in preparing for client reviews, including the consolidation of portfolio reports and market updates.
- Coordinate schedules and follow up on post-meeting action items to ensure a seamless client experience.
- Sales & Portfolio Growth
- Identify potential cross-selling or up-selling opportunities within the existing client pool.
- Assist in the execution of wealth management strategies, including insurance, investments, and legacy planning.
- Support the Wealth Manager in lead generation and prospecting activities.
- Operational Excellence
- Manage the end-to-end documentation process for new business applications and policy servicing.
- Ensure all client interactions and transactions comply with regulatory standards and internal DKO policies.
- Maintain accurate and up-to-date client records in the CRM system.
- Experience: Prior experience in banking, insurance, or financial services is highly preferred.
- Education: Minimum Diploma/Degree in any field.
- Licensing: Candidates with CMFAS papers (e.g., M5, M8, M8A, M9, M9A, HI) will have a significant advantage.
- Skills: * Strong interpersonal skills with a "client-first" mindset.
- Proficiency in financial planning tools and Microsoft Office Suite.
- Ability to multitask in a fast-paced environment.
- Attributes: High level of integrity, self-motivated, and result-oriented.
- Competitive Pay and commission structure.
- Career Path: Clear progression towards becoming a full-fledged Wealth Manager.
- Mentorship: Direct coaching from top-performing Financial Consultants (Wealth Managers) within the DKO team.
Derek Koh OrganisationGeylang, 4 km from Toa Payoh
Role: Assistant Relationship Wealth Manager (ARWM)
Role Overview
The Assistant Relationship Wealth Manager (ARWM) plays a critical role in the growth and retention of our high-net-worth and retail client base. You will work directly with our...
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