Assistant Relationship Manager, Private Bank (Analyst/Associate)

Assistant Relationship Manager – SEA Markets (Analyst/Associate)

Global Private Bank

Our client, an established International Private bank, is seeking a dynamic and successful Assistant Relationship Manager to join them.

As an integral member of the team, you will leverage your expertise to work closely with the Relationship Manager to deliver high quality services to U/HNW clients.

Key Responsibilities:

• Provide essential support to Relationship Manager in managing client relationships.
• Oversee critical operational tasks including account opening/maintenance, trading, transfers, and ensuring compliance with Know Your Customer (KYC) regulations.
• Serve as a key liaison between clients and Relationship Managers, ensuring that client instructions are executed promptly and accurately.
• Assist Relationship Managers with meeting preparation and travel arrangements
• Any other ad-hoc duties when required

Requirements:

• Tertiary education with a relevant specialization in the fields of Finance
• At least 3 years of prior experience in a similar function within Private Banking
• Strong communication skills, with the ability to work effectively in a team environment.
• Exceptional attention to detail and organizational skills.
• Possesses CACS 1 and 2 qualifications

Please send your details to [email protected] for a confidential discussion.

We regret that only shortlisted candidates will be contacted.

EA License: 25S2716