Assistant Relationship Manager

1 month ago


Singapore UCAP ASSET MANAGEMENT (SINGAPORE) PTE. LTD. Full time
Roles & Responsibilities

Key Tasks And Responsibilities

• Client On-Boarding:

• Work closely with Relationship Managers, Clients and Custodian banks to facilitate the collection of relevant documents in accordance with the prevailing account opening procedures and local regulations.

• Analyze AML risks associated with the client, identify and escalate potential risks and operational issues as appropriate

• Processing of client instructions related to trade executions, loan roll overs etc

• Input trade orders, payments etc in the in-house MIS system to ensure client portfolio data reflects actual positions allowing relationship managers and management to rely on it to take decisions.

Requirements

• Min 4 years in a private bank or external asset manager

• Familiarity with various asset classes – shares, bonds, funds, structured notes, Forex etc

• Experience in onboarding clients and voice logging clients for their trade orders

• Excellent communication skills, ability to work with external and internal partners

• Result driven work approach, a high level of flexibility and personal responsibility paired with an entrepreneurial spirit

• The highest professional work ethic and performing fully in line with compliance standards, internal and external guidelines and regulatory policies

• Candidate must possess at least Master's Degree


Tell employers what skills you have

Wealth Management
Onboarding
Microsoft Excel
Interpersonal Skills
Electronic Funds Transfer
Private Banking
Securities
Communication Skills
Team Player
KYC
Mutual Funds

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