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Assistant Relationship Manager

2 months ago


Singapore AGLAIA FAMILY OFFICE PTE. LTD. Full time
Roles & Responsibilities

Job Description

  • Working within a front office team of 11 full time staff
  • Working alongside 5 other ARMs supporting 4 Relationship Managers (“RM”) managing UHNW clients

Experience

  • You will be working in a dynamic fast growing strategic sector in Singapore
  • You will be working within a well established business with opportunities to develop and shape the business
  • You will be gaining an exposure to a broad range of global investment products and experiences
  • You will be encouraged and trained to take a proactive approach to ensuring client satisfaction
  • You will be encouraged and trained to build direct value add relationships with clients

Responsibilities

  • Support senior RMs to provide excellent service to clients
  • Understand client requirements and assist RMs in daily maintenance of account relationships
  • Assist with vital documentation, handling of account servicing related requests and transaction processing
  • Ensure that all client requests are dealt with in a timely and consistent manner while adhering to regulatory, compliance and internal security audit requirements
  • Keep attuned to the current economic and financial markets so as to be current and proficient in attending to clients’ queries

Requirements

  • Meticulous, with an eye for detail and excellence
  • Confident and strong interpersonal skill
  • Good organisational skills
  • Ability and willingness to handle ongoing admin tasks
  • Ability to think independently and work proactively with clients and RMs

Tell employers what skills you have

Wealth Management
Front Office
Transaction Processing
Regulatory Compliance
Relationship Management
Private Banking
Financial Markets
Account Servicing
Banking
KYC