Assistant Relationship Manager
2 weeks ago
Key Responsibilities:
• Support Relationship Managers in managing and growing a portfolio of financial institution (FI) clients, including banks, non-bank financial institutions (NBFIs), central banks, and sovereign wealth funds across Singapore and the region.
• Assist in client onboarding, conducting KYC/AML due diligence, and preparing credit applications and reviews.
• Coordinate loan documentation, facility agreements, and other banking products, ensuring compliance with internal policies and regulatory requirements.
• Work closely with internal stakeholders such as credit, compliance, and operations teams to ensure smooth transaction execution.
• Monitor industry trends and client activities to identify potential risks and opportunities.
• Prepare marketing materials, client proposals, and presentations to support business development initiatives.
• Handle administrative tasks, including maintaining client records, tracking deal progress, and ensuring timely follow-ups on client requests.
• Support Relationship Managers in cross-selling the bank's products, such as trade finance, capital markets solutions, treasury products, and syndications.
Job Requirements:
• Bachelor's degree in Finance, Accounting, Banking, Business, or a related field.
• 1–3 years of experience in banking or financial services, preferably in relationship management, credit analysis, or financial institutions coverage.
• Experience with KYC/AML due diligence and credit processes is an advantage.
• Proficiency in English and Mandarin to liaise with internal and external stakeholders.
• Strong analytical and problem-solving skills.
• Detail-oriented with excellent organizational and multitasking abilities.
• Ability to work independently while collaborating effectively with internal teams.
Wealth Management
Relationship Management Skills
Verbal Communication
Due Diligence
Consolidation
ARM
Interpersonal Skills
Relationship Management
Private Banking
Economics
Accounting
Financial Analysis
Spreadsheets
Communication Skills
Banking
Team Player
KYC
Cash Flow
Stakeholder Management
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