Personal Assistant For Wealth Manager - Bedok

About the Role

We are seeking a highly organised and resourceful Personal Assistant to support a Wealth Manager in managing daily business operations, client engagements, and exclusive event planning. This role requires someone with excellent communication skills, keen attention to detail, and a professional presence when dealing with high-net-worth individuals and partners.

• Key Responsibilities

• Manage calendars, meetings, calls, and travel arrangements
• Draft business correspondence, reports, decks, and meeting summaries
• Track expenses, claims, and business reimbursements
• Organise and maintain confidential records and documents

• Liaise with HNW clients, bankers, legal teams, and service providers
• Coordinate and prepare materials for client meetings and reviews
• Assist in onboarding, KYC/AML documentation, and CRM maintenance
• Follow up on client instructions, deliverables, and deadlines

• Assist in preparing investment proposals, reports, and briefing materials
• Stay updated on client portfolios, product offerings, and market updates
• Coordinate internal and external stakeholders on projects and client needs

• Plan and manage exclusive client appreciation events, seminars, and private networking sessions
• Handle vendor sourcing, guest list coordination, venue logistics, and post-event feedback
• Ensure all events align with brand image and client expectations
• Support digital and in-person event communications (invitations, reminders, RSVPs)
• What We’re Looking For? Why Join Us?
• Be part of a dynamic and fast-growing wealth management environment
• Gain hands-on exposure to client servicing, investment processes, and event planning
• Opportunities to participate in exclusive networking sessions with high-net-worth individuals and industry leaders
• Enjoy curated dining experiences and atas meals during client meetings and events
• Potential for overseas travel opportunities tied to client engagements and regional events
• Supportive team culture with mentorship and growth opportunities
• Competitive salary with performance-based incentives
• No prior experience required — fresh graduates are welcome to apply
• Open-minded, eager to learn, and comfortable working in a fast-paced environment
• Excellent communication and interpersonal skills
• Strong sense of responsibility, integrity, and attention to detail
• Able to multitask and stay organised under pressure
• Proficient in basic computer applications (MS Office, email, etc.)
• Minimum qualification: Local Diploma from a recognised institution