Assistant Relationship Manager
Job ID: 1153909]
About the Role
The opportunity is with an External Asset Management (EAM) firm. They are seeking a motivated and detail-oriented Assistant Relationship Manager (ARM) to support senior Relationship Managers in serving high-net-worth (HNW) clients. This position is well-suited for individuals with 2–3 years of experience in banking or wealth management who are eager to advance their careers within a dynamic, client-centric environment.
Key Responsibilities- Provide comprehensive support to Relationship Managers in managing client portfolios, including onboarding, documentation, and ongoing account administration.
- Coordinate with private banks, custodians, and service providers to facilitate account opening, documentation processing, and transaction follow-ups.
- Prepare investment proposals, portfolio analyses, and client review reports.
- Monitor client portfolios, assist in trade execution, and ensure accurate and timely transaction processing.
- Maintain strict compliance with regulatory and internal policies, including KYC and AML requirements.
- Respond to client inquiries promptly and professionally to ensure a superior client experience.
- Assist the team with business development initiatives, client meetings, and presentation materials.
- Bachelor’s Degree in Finance, Business, or a related discipline.
- 2–3 years of relevant experience in private banking, wealth management, or an EAM environment.
- Strong understanding of financial products, investment operations, and KYC/AML processes.
- Excellent communication, organizational, and client service skills.
- Proficient in Microsoft Office and familiar with financial systems or CRM tools.
- A proactive team player with strong attention to detail and the ability to multitask effectively in a fast-paced setting.
We regret that only shortlisted candidates will be notified. However, rest assured that all applications will be updated to our resume bank for future opportunities.
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EA Personnel Name: Ong Kang Quan RyanEA Personnel Registration Number: R23116952
EA License No.: 07C5771
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