Assistant Relationship Manager
1 month ago
Job Summary
The Assistant Relationship Manage position is to provide administrative support to all Relationship Managers in the Sales Department.
Job Description
- Generate and maintain Sales reports for the department and the Relationship Managers.
- Ensure all trades are adequately executed and recorded in the Sales Blotter timely.
- Support Relationship Managers on trade transactions and facilitate coordination within the sales team.
- Liaise with Marketing department to coordinate clients’ events.
- Assist the Relationship Managers in liaising with the trade team for trades execution.
- Perform other administrative duties as assigned.
Job Requirement
- At least 1 year of documentation support experience in Financial Institution.
- Proficient in using Microsoft excel.
- Attention to detail and good follow up skills.
- Effectively billingual in both English and Mandarin. Interaction with Mandarin speaking clients will be required.
- Strong sense of initiative, ability to multitask and is well organised.
- Strong verbal and written communication skills.
- Ability to build basic Macros in Excel.
- Basic understanding on financial products.
Tell employers what skills you have
Wealth Management
Ability to Multitask
Microsoft Excel
Well Organised
Private Banking
Securities
Attention to Detail
Administrative Support
Banking
Excel
Team Player
KYC
-
Singapore RELATIONSHIP STUDIO PTE. LTD. Full timeAbout UsRelationship Studio Pte. Ltd. is a Training Provider that goes beyond the books and traditional theories to discover your strengths, blind spots, and needs. We coach you on managing sensitivity in every relationship and recommend what works best – helping you achieve a high self-mastery level of self-awareness and personality integration.An...
-
Assistant Relationship Manager
2 weeks ago
Singapore ADECCO PERSONNEL PTE LTD Full timeRoles & ResponsibilitiesOur client is a leading international bank specializing in private wealth management offering tailored investment solutions and personalized financial services to HNWI/UHNWI.about the job Assist in managing client relationships and handling administrative tasks to ensure efficient transaction processing and client service. Gain a...
-
Assistant Relationship Manager
2 weeks ago
Singapore BLUE ALTITUDE CAPITAL PTE. LTD. Full timeRoles & ResponsibilitiesRole SummaryThe Assistant Relationship Manager will play a key role in supporting the business development team in client onboarding, managing client queries and transactions, coordinating trade placements, and handling other related tasks. This role requires excellent communication, organisational, and analytical skills, as well as a...
-
Assistant Relationship Manager
3 months ago
Singapore JAC Recruitment Full timeResponsibilities Assist in managing client relationships and handling administrative tasks to ensure efficient transaction processing and client service. Gain a thorough knowledge of the bank's products and services to help RMs deliver tailored financial solutions. Handle account openings, transactions, and investment orders accurately and promptly. Acting...
-
Assistant Relationship Manager
2 months ago
Singapore SG10 - BJB Bank Julius Baer & Co. Ltd., Singapore Branch Full timeAt SG10 - BJB Bank Julius Baer & Co. Ltd., Singapore Branch, we foster a culture that values individuality, empowering our team members to make a meaningful impact. We're seeking a skilled Assistant Relationship Manager to join our Private Banking team.Key Responsibilities:Provide exceptional administrative support, including processing client transactions,...
-
Human Resources Generalist
2 weeks ago
Singapore RELATIONSHIP STUDIO PTE. LTD. Full timeJob SummaryWe are seeking an experienced Human Resources Generalist to join our team at RELATIONSHIP STUDIO PTE. LTD.About UsRELATIONSHIP STUDIO PTE. LTD. is a Training Provider that delivers high-quality training programs designed to help individuals achieve personal growth and self-awareness.Our company values include being passionate about making a...
-
Assistant Relationship Manager
3 days ago
Singapore TIGER BROKERS (SINGAPORE) PTE. LTD. Full timeRoles & ResponsibilitiesResponsibilities1. Handle account opening, deposit, withdrawal, account operation, rate adjustment and other issues for high-net-worth clients2. Follow up and track the account transactions of high-net-worth clients, receive and understand their needs and potential needs3. Assist manager in coordinating internal resources to meet...
-
Assistant Relationship Manager
5 days ago
Singapore TIGER BROKERS (SINGAPORE) PTE. LTD. Full timeRoles & ResponsibilitiesResponsibilities1. Handle account opening, deposit, withdrawal, account operation, rate adjustment and other issues for high-net-worth clients2. Follow up and track the account transactions of high-net-worth clients, receive and understand their needs and potential needs3. Assist manager in coordinating internal resources to meet...
-
Assistant Relationship Manager
5 days ago
Singapore TIGER BROKERS (SINGAPORE) PTE. LTD. Full time $5,000 - $8,000ResponsibilitiesHandle account opening, deposit, withdrawal, account operation, rate adjustment and other issues for high-net-worth clientsFollow up and track the account transactions of high-net-worth clients, receive and understand their needs and potential needsAssist manager in coordinating internal resources to meet customer needsManage daily...
-
Senior Administrative Coordinator
2 weeks ago
Singapore RELATIONSHIP STUDIO PTE. LTD. Full timeJob SummaryWe are seeking a highly skilled and detail-oriented Senior Administrative Coordinator to support our HR and Admin functions at Relationship Studio PTE. LTD.The successful candidate will be responsible for providing administrative assistance, coordinating employee training sessions, managing employee records, and maintaining compliance with local...
-
Assistant Relationship Manager
3 weeks ago
Singapore Eames Consulting Full timeMy client is an established bank renowned for their strong, stable platform and cohesive company culture. They are currently looking for successful individuals to join them as Assistant Relationship Managers in the Greater China Market to support the team. As a successful individual, you will work closely with a team of industry veterans. This is an...
-
Assistant client relationship manager
4 weeks ago
Singapore DSO Full timeAbout the roleJoin our dynamic team at DSO (Singapore) as an Assistant Client Relationship Manager. In this full-time position based in the Central Region, you will play a crucial role in fostering strong, long-lasting relationships with our valued clients. As a key member of our Account & Relationship Management team, you will be responsible for providing...
-
HR & Admin Executive
2 weeks ago
Singapore RELATIONSHIP STUDIO PTE. LTD. Full time $2,800 - $3,200About UsWe are a Training Provider that goes beyond the books and traditional theories to discover your strengths, blind spots and needs, coach you on managing the sensitivity in every relationship, and recommend what works best – helping you achieve a high self-mastery level of self-awareness and personality integration. We also access your motivations,...
-
Relationship Manager
2 months ago
Singapore ALTI WEALTH MANAGEMENT (SINGAPORE) PTE. LTD. Full timeRoles & ResponsibilitiesJOB DESCRIPTION Maintain and further develop the existing client relationships designated under your care. Deliver and upkeep top quality KYC & Investment Profiling on all your clients and ensure records are kept and updated frequently and as timely as possible. Ensure clear and proactive communication within the team, as well as...
-
HR & Admin Executive
3 days ago
Singapore RELATIONSHIP STUDIO PTE. LTD. Full timeRoles & ResponsibilitiesAbout UsWe are a Training Provider that goes beyond the books and traditional theories to discover your strengths, blind spots and needs, coach you on managing the sensitivity in every relationship, and recommend what works best – helping you achieve a high self-mastery level of self-awareness and personality integration. We also...
-
HR & Admin Executive
1 month ago
Singapore RELATIONSHIP STUDIO PTE. LTD. Full timeRoles & ResponsibilitiesAbout UsWe are a Training Provider that goes beyond the books and traditional theories to discover your strengths, blind spots and needs, coach you on managing the sensitivity in every relationship, and recommend what works best – helping you achieve a high self-mastery level of self-awareness and personality integration. We also...
-
Relationship Manager
3 days ago
Singapore MATCH RESOURCES PTE. LTD. Full timeRoles & ResponsibilitiesResponsibilities: Assist in the development of Customer Relationship Management (CRM) which includes Investor Capital relationship management, Investors database, and capital raising process and methodology of the Company, including but not limited to assisting client on boarding, assisting in the investors KYC/AML requirements, and...
-
Relationship Manager
2 months ago
Singapore MATCH RESOURCES PTE. LTD. Full timeRoles & ResponsibilitiesResponsibilities: Assist in the development of Customer Relationship Management (CRM) which includes Investor Capital relationship management, Investors database, and capital raising process and methodology of the Company, including but not limited to assisting client on boarding, assisting in the investors KYC/AML requirements, and...
-
Assistant Relationship Manager
2 days ago
Singapore SPARROW TECH PRIVATE LIMITED Full timeRoles & ResponsibilitiesThe Assistant Relationship Manage position is to provide administrative support to all Relationship Managers in the Sales Department.Job Description Generate and maintain Sales reports for the department and the Relationship Managers. Ensure all trades are adequately executed and recorded in the Sales Blotter timely. Support...
-
Assistant Relationship Manager
2 weeks ago
Singapore SPARROW TECH PRIVATE LIMITED Full timeRoles & ResponsibilitiesThe Assistant Relationship Manage position is to provide administrative support to all Relationship Managers in the Sales Department.Job Description Generate and maintain Sales reports for the department and the Relationship Managers. Ensure all trades are adequately executed and recorded in the Sales Blotter timely. Support...