Assistant Relationship Manager

2 weeks ago


Singapore Tangspac Full time

Job Scope:

  • 70:30 split in terms of responsibilities between backoffice work (KYC, CRM, account opening, documentation, fund subscriptions) and front office work (trade execution/client communication)
  • Ensure KYC documentation for client base is current and reflected in company's CRM system
  • Liaise with clients and custodians for account openings and ongoing KYC
  • Prepare client account opening and fund subscription documentation independently
  • Independently handle cash management on client accounts
  • Assist RM with administrative tasks (travel, client gifts etc.)
  • Place trade orders as needed

Requirements:

  • Impeccable English (written and spoken), Chinese is an advantage but not required
  • Minimum of five years of relevant ARM experience in a private bank or EAM/multifamily office, covering both account opening and trade execution
  • RNF license
  • Knowledge of common private banking products and asset classes
  • Quick thinking, detailoriented and selfmotivated personality

Benefits:

  • 25 days annual leave
  • Hybrid work (1 day WFM per week)
  • Option to service clients as junior RM as a career progression path


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